Access administration
Company roles
Create and manage the roles used by this company. Assign people to a role from User Management.
Custom roles
Create only the roles your operating model needs.
System roles
Built-in roles are retained as reference templates.
Permission matrix
Role permissions
Select what each active role can view, create, manage, approve and export. Administrators retain full recovery access.
| Capability |
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Tip: Assign users to these roles from User Management. Deactivate a role before retiring it; users must be reassigned before it can be deleted.