Adding Roles to Groups

After creating a role, you need to add it to a group. Once done, users who are members of that group will be able to take advantage of the permissions that have been included in the role.

Adding a single role to a group

To add a role to a group just click on the down arrow next to the DETAILS button in the role row:

Then, click on the blueAdd to Group(s) button. A list of available group options will appear:

Select the group(s) to which you want to add the role and click on the greenAdd to Group(s) button. To select more than one group, click on top of each group name while pressing the control key (in Windows and Linux) key or the command key (in Mac) of your keyboard.

Included below is a small video on how to add a individual role to a group within the CoB platform:

Adding several roles to a group

If you want to add several roles at once to a group, start by selecting all the roles you want to include. This can be done by clicking on the checkboxes next to each Name. Once here, click on the Add to Group(s) button on the toolbar located on the upper left side of the roles listing. The remaining steps are identical to adding a single role to a group.

Here is a small video explaining how to add several roles at once to a group: