Manage Roles and Permissions

Overview

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.

For an introduction to roles, default permissions, and scope, see Portal Roles. To assign roles to administrators, see Manage Portal Users.

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

1. Select your account from the group tree.

2. Navigate to Groups & Users > Role Management.

3. Click Create New Role.
   

4. Enter a descriptive Role Name (e.g., "Reporting Analyst" or "Regional Support Lead").

5. Define permissions by selecting the access level for each category:

   • Full Access — Read and write

   • View Only — Read only

   • None — No access

6. Click Create.
   

The new role is now available for assignment in Manage Access.

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.

1. Reassign any admins on the role to a different role first. See Manage Portal Users.

2. Select your account in the Group tree.

3. Navigate to Groups & Users > Role Management.
   

4. Click the ellipsis (⋮) next to the custom role and select Delete.
   

5. Confirm the deletion.

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

Related articles

• Portal Roles — Understand roles, permissions, and scope.

• Manage Portal Users — Assign roles and manage administrators.

• Manage Groups — Create and organize groups.