Manage Roles

Roles allow you to enable or disable specific permissions that can be exercised in a project, and also limit access to unauthorized areas in the Reveal environment. For information about how roles function in Reveal, and for a list of Reveal’s default roles, see About Permissions.

Roles are created and managed in the Roles page by navigating to Project Admin > Teams + Roles > Roles from the project navigation sidebar.

Overview of user roles and permissions in the Project Admin interface.

Create roles

Outside of Reveal’s default roles, you can create your own roles to further customize specific permissions for your users.

From the Roles page:

Click Add.
In the Add Role modal:
1. Name: Name your role.
2. Description: Add a description of your role.
Click ADD to create your role.

Note
Each role must be mapped to its own unique role group. See Manage Role Groups for further instructions.

Assigning permissions

A new role, by default, will have no permissions and need them assigned manually. See Assign Permissions for instructions on giving a new role permissions.

Managing roles

Role management is performed in the the Roles page. Here, you can:

Edit roles
Delete roles

Edit roles

Delete roles

Edit roles

Editing a role allows you to change its name or description. If you would like to change which permissions are assigned to a role, follow the instructions in our Assign Permissions article.

Click your role from the list. Its row will highlight in blue.
Click Edit.
In the Edit User modal, edit the fields as needed. See the Create roles section for a description of each field.
Click EDIT to save your changes.

Delete roles

Click your role from the list. Its row will highlight in blue.
Click Delete.
A confirmation modal will appear. Click OK to delete the role.

Note
You cannot delete a role if it’s currently mapped to a role group.