Portal Roles and Permissions Management

Introduction

This guide provides step-by-step instructions for managing custom roles in the Sanas Portal. Custom roles let you define specific permissions tailored to your organization's needs.

Before You Begin

Permission: You must have Account Settings (Full Access) or be an Account Admin.
Scope: Role management is only available at the account level. Select your account at the top of the group tree.

Create a Custom Role

Select your account from the group tree.
Navigate to Groups & Users > Role Management.
Click Create New Role.
Enter a descriptive Role Name (e.g., "Reporting Analyst" or "Regional Support Lead").
Define permissions by selecting the access level for each category:
- Full Access — Read and write
- View Only — Read only
- None — No access
Click Create.

Note: This process is also available under Manage Roles.

Manage Roles

Define access levels for default and custom roles to ensure portal users or admins have only the permissions they need.

Select your account from the group tree.
Navigate to Groups & Users > Role Management.
Click Manage Roles.
A pop up window will appear where you can perform role configuration.

Note: Default roles are locked and cannot be modified. Duplicate or create a new role (custom) to configure their permissions.

Delete a Custom Role

You can delete custom roles that are no longer needed. The role deletion is only possible when there is no Portal user assigned to that role.

Reassign any admins on the role to a different role first.
Select your account in the Group tree.
Navigate to Groups & Users > Role Management.
Click the ellipsis (⋮) next to the custom role and select Delete.
Confirm the deletion.

Note: Default roles cannot be deleted. Deleted custom roles are permanently removed and cannot be recovered.

Export Roles List

For reporting and analytics purposes, portal admins who have access to an account level can export or download the list of Roles, including custom ones within their organization.

From Groups & Users, select Role Management.
The export tab with the same label is on the right side.
Export file format is currently .xlsx.

FAQ

Can I modify or delete default roles?

No. Default roles (Account Admin and Group Admin) are system-generated and cannot be changed or deleted.

What happens when I update a custom role's permissions?

All admins assigned to that role immediately receive the updated permissions.

Can one admin have multiple roles?

No. Each admin is assigned a single role. If broader access is needed, create a custom role with the combined permissions.

Need help? Get in touch with our Support Team for assistance.