Role Center is your centralized hub for managing user access across your organization. It simplifies access control by letting you assign roles, define permissions, and enforce data visibility rules—all in one place. With built-in safeguards for security and compliance, Role Center is designed to scale as your teams and processes grow.
Navigating to Role Center
Step 1: Confirm with your Customer Success Manager that the new Role Center is now available for your domain
Step 2: From the Ecosystem Application, under the User Management module in the left navigation sidebar and select “Role Center”
Step 3: Once in the Role Center landing page, review the roles that are available for your organization. You can search for any pre-built role, and in the future, new roles that you have created will appear here.
Step 4: Click any of the roles in the list to review the details and permissions allowed for each.
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