Custom roles
For fine-grained permissions management - PRO feature
For fine-grained permissions management - PRO feature
Custom roles for Clario
Learn how to create and customize roles such as DPO and OPS within your organization
Sign in as an Admin on your Clario instance and follow the steps below.
1. Introduction
This guide walks you through setting permissions and assigning user groups to streamline Clario role management.
2. Click "Organization"
Navigate to the Organization section to begin managing your team's roles.
3. Click "Roles"
Access the Roles tab to view and modify existing roles.
4. Click here
Initiate creating a new role by selecting the option to add one.
5. Fill "DPO"
Enter the name for the new role, such as 'DPO', to define its identity.
6. Click "Save"
Save the newly created role to confirm its addition to your organization.
7. Click here
Open the permissions settings for the new role to customize access.
Click here
8. Click here
Expand the permissions list to view all available options.
Click here
9. Click "Select all"
Select all permissions to grant comprehensive access to the role.
Click 'Select all'
10. Click "Save"
Save the permission settings to apply them to the role.
11. Click here
Start creating another role by selecting the add role option again.
12. Fill "OPS"
Name this role, for example 'OPS', to specify its function.
13. Click "Save"
Save the role to add it to your organization's role list.
14. Click here
Access the permissions for the newly created role to tailor its access.
15. Click here
Open the detailed permissions menu to adjust specific controls.
16. Click here
Select the option to edit applied controls for fine-tuning.
Click here
17. Click "Edit applied control"
Modify the applied control by entering a specific control number, such as '205'.
18. You can select an individual permission
Confirm the changes made to the applied control settings.
Fill '205'
19. Click here
View the applied control details to verify the configuration.
20. Click here
Update the applied control with another control number, like '207', if needed.
Fill '207'
21. Click here
Return to the permissions overview to continue adjustments.
22. Or you can click "Select all"
Select all permissions to ensure full access for the role.
23. Click "Save"
Save all permission changes to finalize the role's capabilities.
24. Click "User groups" to see your newly added roles
Switch to the User Groups section to manage group memberships.
26. Click "Users"
Navigate to the Users tab to assign roles to individuals.
27. Click here
Select a user to modify their group memberships and roles.
28. Click here
Open the user's group assignment settings to begin editing.
29. Fill "OPS"
Enter the role name, such as 'OPS', to assign it to the user.
30. Click "ACME - OPS"
Choose the corresponding user group, like 'ACME - OPS', for the role.
31. Fill "DPO"
Input another role name, for example 'DPO', for additional assignments.
32. Click "Global - DPO"
Select the matching user group, such as 'Global - DPO', for this role.
33. Pick your user groups
Review all assigned user groups and roles to ensure accuracy.
34. Click "Save"
Save the user group and role assignments to complete the process.
This guide detailed how to create and configure custom roles like DPO and OPS, assign comprehensive permissions, and manage user group memberships effectively. It ensures your organization’s roles are tailored and users are properly assigned for optimal access control.
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