Refining access to roles

When a role is granted permission to add users to Oomnitza, you want to control access to the roles that they select when they add users, share searches with users, and create role-specific dashboards.

For example, when a user adds user records, you want to control the user roles that they can select and assign to the records that they add. You don’t want all users to be able to assign an administration or management role to any role. 

1. Click Configuration.
2. Click Security > Roles.
3. Open a role record.
4. Click PERMISSIONS.
5. Expand the Configuration section.
6. Add a role name filter.
7. Save the record.