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Creating a role

Customers can create custom roles for faculty and sub-administrators. Use the information in this guide to learn how to create a custom role.

Create a custom role

The table below shows the values that make up a role.

Field Datatype Required? Notes
Role name String Yes
Role type Lookup value Yes
  • Faculty
  • Sub-admin
Rule groups List Yes Multi-select list of user groups
Rule permissions List Yes Multi-select list of entity permissions

To begin creating a role, follow the steps below.

  1. Log in to the system using your credentials.
  2. Click roles or the roles icon icon in the navigation panel.
  3. Click on the create new role button. This will trigger the Create new role pop-up screen.
    initial view of the create new role pop-up screen
  4. Select a role type. A default set of permissions will be populated based on your selection.
    1. Faculty
      create new role pop-up screen with default permissions for faculty
      The default permissions for faculty are:

      1. Analytics – View faculty dashboard
      2. Home – Launch assigned apps and desktops (present for all users)
      3. Home – View assigned apps and desktops (present for all users)
      4. Presenter mode – Start
      5. Virtual classroom – Start
    2. Sub-admin
      create new role pop-up screen with default permissions for a sub-admin      The default permissions for sub-admins are:

      1. Home – Launch assigned apps and desktops (present for all users)
      2. Home – View assigned apps and desktops (present for all users)
  5. Adjust the permissions for your role by checking and unchecking permissions from the list. The full list of permissions is as follows:
    1. Analytics – View faculty dashboard
    2. Apps and desktops – Manage
    3. Apps and desktops – View
    4. Audit logs – View
    5. Calendar – Manage licenses
    6. Calendar – Manage maintenance
    7. Calendar – Manage start servers
    8. Calendar – View licenses
    9. Calendar – View maintenance
    10. Calendar – View start servers
    11. Groups – Manage
    12. Groups – View
    13. Home – Launch assigned apps and desktops (present for all users)
    14. Home – View assigned apps and desktops (present for all users)
    15. Licenses – View
    16. Servers – Manage
    17. Servers – View
    18. Sessions – Join
    19. Sessions – Manage – Terminate session
    20. Sessions – View
    21. Users – Launch as (only available for cloud instances)
    22. Users – Manage
    23. Users – View
    24. Presenter mode – Start
    25. Virtual classroom – Start
  6. Select 1 or more user groups for the scope of the role.
  7. To add another rule set (combination of groups and permissions), click the rule button and repeat steps 5 and 6.
  8. Click create role to save your new role settings.