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Manage Roles

User roles define the information that a specific user assigned to the role can view and what they can do in Cloud Elements. Each role includes a list of privileges that you can add or remove depending on how you want to manage roles in your organization.

Cloud Elements supports the following roles:

Organization Administrator — Manage all aspects of security; create elements, formula templates, and common resources for the organization; and can access all logs in Activity.
Account Administrator — Performs the same function of the Organization Administrator, but only on the account where they are the administrator. Account Administrator cannot create or manage accounts or set security rules.
Default User — A non-administrator role for users in non-default accounts.
Organization User — non-administrator users in the default company account. Users with the Organization User have no different privileges than other default users.

Update Permissions Assigned to Roles

You can customize the permissions assigned to the Cloud Elements roles. You can grant access to new permissions or remove access from existing permissions.

To update permissions assigned to roles:

Click to open the the Security Settings page.
Click the Roles tab.
Click the check boxes to assign or remove permissions.
Scroll down and click Update Roles.