Roles

Roles are entities which can be assigned privileges in order to access data or administer Tabular. They are comprised of a set of users and other roles. When roles are nested, all of the members of the child role are granted the privileges of the parent role.

Create a Role

To create a role, navigate to Organization > Roles and select Create New Role.

Enter a name for the role.

Using the Add Member dropdown, select one or more members to include in the new role.

To set any of the members as admins for the new role, select the Admin toggle next to that member.

Other roles may also be added as members of the new role.

After all members have been added, select the Create button.

Add or Remove Users

Add a member

To add a member to a role, navigate to the Roles tab and select the Add Member icon on the role you would like to add a member to.

Tabular role card. Title of SECURITY_ADMIN in the upper left. Info icon in the upper right. Below the icons is a subhead that reads Roles that also inherit access: followed by a tag representing the ORG_ADMIN role — The add a member icon is inline with the user avatars

Using the Add Member dropdown, select a member to add to the role. Both members and roles can be added to a role. Once all members have been added, select the Save Role button.

Edit Role modal — Add members and/or roles to a role

Remove a Role

To remove a role, navigate to Organization > Roles and select Delete Role on the role you would like to remove.