Create new role assignment

You can create a role assignment to bind a role and its permissions to a user, groups or clients.

When you create a role assignment for groups and clients, you can choose to assign it to multiple identities. However, for each of the identities the role is assigned to a unique role assignment is created. For example, if you assign a new role assignment to three groups and two clients, a total of five unique role assignments would be created (one for each identity).

To create a role assignment for an individual user, the process is different. You access the role assignment page from the user's details. Only one role assignment can be created at a time for individual users. You should utilize groups. to create role assignments for multiple users.

Create role assignments for groups and clients

1. In the navigation rail select Access, followed by Role assignments.

2. Select Create role assignment.

   The Create new role wizard opens.

3. Choose a role to reference in the role assignment.

   The role provides base permissions for the role assignment.

   1. From the Choose role to assign step, select a role for the assignment.

   2. Select Next.

4. Enter a Name for the assignment.

5. In the assign section, select the Clients and Groups for this role assignment.

6. Depending on the role you selected, complete the Apply to section:

   • If you selected an account-wide role from the CONNECT Platform section such as Account Administrator, there is nothing to configure.

   • If you selected a role from the CONNECT Platform section that isn’t account-wide (for example, Analyst), select which site to apply it to. The role will only be applied to the resources in that site. Alternatively, select Apply this role to all relevant resources for this account to apply the role to all resources in the account.

   • If you selected a role from a section other than CONNECT Platform, select which folder to apply it to. Depending on how the role was configured, there may be other options to further specify where the role is applied.

7. Select Create.

   A role assignment is created for each selected assignee, and you are navigated to the Role assignments page.

Create role assignments for users

8. In the navigation rail, select Access. Then select Users.

9. Select the user you want to create a role assignment for.

10. In the side sheet, select View user details .

11. Select the Role assignments section.

12. Select Create role assignments.

13. Choose a role to reference in the role assignment. The role provides base permissions for the role assignment.

    1. From the Choose role to assign step, select a role for the assignment.

    2. Review the role permissions to verify that they are appropriate for the intended assignee (if not, select Cancel and restart these instructions).

    3. Select Next.

14. Enter a Name for the role assignment.

15. Depending on the role you selected, complete the Apply to section:

    • If you selected an account-wide role from the CONNECT Platform section such as Account Administrator, there is nothing to configure.

    • If you selected a role from the CONNECT Platform section that isn’t account-wide (for example, Analyst), select which site to apply it to. The role will only be applied to the resources in that site. Alternatively, select Apply this role to all relevant resources for this account to apply the role to all resources in the account.

    • If you selected a role from a section other than CONNECT Platform, select which folder to apply it to. Depending on how the role was configured, there may be other options to further specify where the role is applied.

16. Select Create.

    The role assignment is created, and you are redirected to the Role assignments page for the user.