Managing Roles and Groups

To manage roles and groups, the following permissions are required:

• Roles - Write
• Groups - Write

Creating Roles and Groups

To create a role or group:

1. Click the View Roles & Permissions lock icon to access the Roles and Groups mode.
2. Click either the Roles or Groups tab.
3. Click the blue Create icon to create a new role or group.
4. In the popup, enter the desired title for the role or group.
5. Click Ok.

Defining Default Roles

The default role is assigned to any users who log in once it is defined. Super_Admin is the default role for new installations of Cogynt. Once all users have logged in to Cogynt, create a role to serve as the default role, then select that role as the default.

To define a default role:

1. Click the View Roles & Permissions lock icon to access the Roles and Groups mode.
2. From the Default Role dropdown menu, select the role to become the default.

Note

Only Super Admin users can change the default role

Future users created in Cogynt will receive this default role.

Editing Roles and Groups

To edit an existing role or group:

1. Click the View Roles & Permissions lock icon to access the Roles and Groups mode.
2. Click either the Roles or Groups tab.
3. Click the desired role or group. A detail panel appears for the selected role or group.
4. Make the desired changes to the title or permissions allowed on this role or group.
5. Click Update.

Deleting Roles and Groups

Roles or groups that are no longer necessary can be deleted.

Note

A group or role can only be deleted if there are currently 0 users assigned to it.

To delete a group or role:

1. Click the View Roles & Permissions lock icon to access the Roles and Groups mode.
2. Click either the Roles or Groups tab.
3. Locate the desired role or group and click the corresponding delete (trash can) icon.
4. In the confirmation dialog, click Yes to confirm the deletion.

Deactivating Users

A user who is no longer necessary or should not have access to the system can be deactivated. This removes the user's access permissions without deleting their information from the system.

Deactivating users requires write permissions for Users: Account Status.

To deactivate users:

1. From the left side menu, click View Users.
2. Locate the user to be deleted. CLick > to open the user profile.
3. Click Edit.
4. From the Status dropdown, select Deactivated.

Deactivated users cannot visit Cogynt applications that they were previously authorized to access.