Overview

User roles are customizable permissions that can be assigned to user accounts. This streamlines the workflow for account creation once the roles have been setup by allowing organizations to create multiple accounts with the same set of permissions in just a few steps. 

This article will describe how to create, delete, and set permissions for user roles.

Applicable to 

BarTender Cloud

Information

To access the Roles page: 

1. Click on Administration in the left-hand sidebar and navigate to Security > Roles.

Create a New Role

1. Click the Create Role Button.
2. Provide a name for the Role.
3. Select the permissions to provide to this role.

4. Click the Create button.

Manage a Role

1. In the Roles list, hover over the user to be worked on.
2. Click the three vertical dot menu that appears to the right of the role name.
3. Select the desired administration option.

The available Administration options are:

• Edit: Change the name or permissions for the role.
• Delete: Delete the role.

Available Permissions

• Manage Documents: Permissions to upload organize and manage files.A role that is given Manage Documents permissions is also granted mandatory Print Access permissions.
• Print Access: Permission to print labels from the Print Console.
• Manage Printers: Allows access to Printer Management.
• View Print History: Allows access to view print jobs.
• Create Workflows: Allows access to workflow creation.
• API User: Permission to submit POST and PATCH requests from Action API scripts.
  
  This option is only available for the Automation subscription plan.

A Note on API User Permissions

The API User permission was designed to be combined with another set of permissions — Manage Documents, Print Access, or both. A role with only API User permissions would not be to use the API to print or interact with documents without Print Access or Manage Documents, respectively.

Additional Resources

BarTender Cloud User Account Management