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.

On this page:

Create a Role

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

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Create a new role

Enter a name for the role.

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Name the role

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

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Add members to the role

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

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Grant role admin privileges

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

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Add a role to a role

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

Add or Remove Users

Blue circle icon containing and avatar with a plus sign on the right

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.

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Role cards allow members with sufficient privileges to delete the role