Set roles

The Roles tab allows Administrators to create and manage user roles and assign them specific permissions that determine the operations they are allowed to execute within Panorama.

A role is a set of permissions, which determine the operations users are allowed to perform in Panorama.

There are 3 default roles:

• Administrator. This role has all the permissions to set up and manage all features.
• Guest. This role has all the permissions to manage personal dashboards and other features related to them (e.g., sharing). The Guest role does not have access to the Setup page.
• External. This role has the permissions needed to use the External plugin. This role can be deleted if not needed.

The Administrator can create and manage user roles.

To create a new role, follow these steps:

1. Go to the Setup > Roles tab and click the + card.
2. In the New role window, assign a unique name to the role you are creating. For example, Data Analyst.
3. In the panel on the right, enable the permissions you want to assign to the role you are creating.

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Tip

To search for a specific permission, you can enter a portion of the name in the edit box with the lens.

4. Click the Save button to confirm.

Once a role is created, it will be available in the Users tab.