User roles

Learn how to manage user roles and permissions through the Administration module

This article will cover how to assign users to specific roles and to manage the permissions associated with these roles. Roles can escalate privileges for users' accounts or remove specific functionality based on role permissions.

User roles

Roles in 6clicks are used to group user permissions and access on the 6clicks application. By default, the first user to create a team in 6clicks is the Administrator. Subsequent users are then assigned the "User" role.  The user role is set as the default role so that new users are added to this role automatically.  You can assign an existing user to a role or change their role, create and delete custom roles and modify permissions on all roles, depending upon your permissions in your environment.

Assign existing user to existing role

Select Administration then Users on the left side panel.

This dashboard displays information regarding all users in your 6clicks team account.

To change a user's role in the User Management dashboard:

1. Single click to select the user
2. Select Edit
3. Select Roles

This account has access to four different roles, this user has been assigned the "User" role. To change roles, simply select the role(s) required and then save.

Role management

Roles can be created, edited, and deleted as required under the roles page.

Select Administration then Roles on the left side panel.

Out of the box, 6clicks comes with the roles Administrator, Advisor, Contributor, Owner, and User, as shown below.

Edit a role

To edit a Role, navigate to Administration, Roles, select an entry, then click Edit. Click Save if you wish to save any changes you make.

In the Role name tab, you can check Default to assign the role to new users by default.

If you are using an external Identity Provider (IdP), such as Okta or Active Directory, you can map the role to the name of a group in the IdP. If you leave the IdP Group Name field blank, by default the role will map to the group "6clicks-role-{roleName}".  See our SSO articles here for more information.

Under the Permissions tab, all 6clicks functionality can be assigned and changed as per the Role requirements. 

For a detailed description of each permission, refer to this article.

Create a new role

Navigate to Administration, Roles, and then select New Role to create a blank role that can be assigned any required permissions, name, and saved as required.

The new role can now be assigned to users. If you wish to make this role the default role for new users, select it, click Edit and then check the default box as noted in the Edit a role section above.

For more information on managing users within 6clicks:

Learn how to create new users and handle inactive users here.

Learn how to create and edit user groups to streamline managing access to records here.