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Manage roles

The Admin > Roles tab allows you to manage CDP roles and permissions.

Add a new role

  1. Click Add New Role.

add-role.png
  1. On the Add Role page, name the new role and optionally provide a description.

  2. Use the sliders to permission view access to the section of the interface (for example, Segment).

  3. Select the applicable permissions in each section.

  4. Click Save.

Edit a role

  1. Click the vertical ellipsis to the right of the role to edit and select Edit.

  2. Make the necessary changes and click Save.

View a role’s users

  1. Click the role.

view-role.png
  1. You can optionally Edit the role or click Close.

Delete a role

  1. Click the vertical ellipsis to the right of the role to edit and select Delete.

  2. In the confirmation dialog that appears, click Delete.

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