Managing admin portal roles and permissions

There are different roles in an enterprise, including enterprise super admin, enterprise admin, custom admin, and member. The enterprise super admin has full management permission of the enterprise and its subsidiaries in the admin portal. The enterprise admins have nearly full management permission and automatically become the super admin of the subsidiaries. Both admin roles can create custom admin roles with selected permissions and then assign certain enterprise members as custom admins.

Prerequisites

• Business or Enterprise plan.
• Super Admin & Admin Acess

Getting Started

1. Sign in to the Matrx admin portal.
2. In the navigation menu, unfold System Setting, click Permission Management.

Check the Role List

The content of the role list includes：

• Role - the name of this administrator role.
• Description - the description of this administrator role.
• User list - the users of this administrator role.
• Action
  • Edit Role
  • Manage User
  • Delete Role

Add a Custom Administrator Role

Only enterprise super admins and enterprise admins have permission to create roles.

1. Click Add.
2. Specify an Administrator Role Name and description for the role.
3. Click the checkbox to select function permissions for the created role.
4. Click Save to create the role.
5. After the creation is successful, you can see it in the role list.

Manage Users for the Role

1. Click Manage User.
2. Select the checkbox to the left of the users that you want to assign a role.
3. Click OK to modify the role users and return to the Permission Management page.

Change Permissions for the Role

You can change the permissions and scope assigned to a role at any time. However, the permission content of super admin and admin cannot be modified.

1. Click Edit Role.
2. Change the name or description for the administrator role.
3. Modify the checkbox to select function permissions for the created role.
4. Click Save to confirm the modification and return to the Permission Management page.

Delete the Custom Administrator Role

You can delete the custom role at any time. However, the super admin and admin of the enterprise cannot be deleted.

1. Click Delete Role.
2. Reconfirm whether the deleted role name and company name are correct.
3. Click Delete.
4. The role will be deleted and returned to the Permission Management page.