Role management

Role management is managed on the Organization Settings page in CONNECT flows, and is accessed through the action menu in the top-right corner of the screen.

Roles and permissions management allows creation of custom roles. A role is a collection of permissible actions for certain features in CONNECT flow. Once a user is granted to a role, that user can then perform the activities defined by the role.

Note: User management is conducted in CONNECT itself. See User management in the CONNECT documentation if you are an account administrator and need to manage CONNECT users in your organization. See View users to learn how to view user's access status in CONNECT flows.