Enable a Task for a Role

Enable a task for a role to grant that task's access to everyone who's a member of the role.

As a platform manager:

  1. Select Core.

  2. Select Security.

  3. Select Roles.

  4. Find the role in the list. Then select the role name.

    Alternatively, on the role's row, select (...) and then select Manage roles.

  5. Select Tasks. A list appears.

  6. Search for a task or find it within a "domain" of related tasks. Select a task to view its details. This includes:

    • the name of the domain.

    • a description of what the task enables users to see and do.

    • a list of other roles that have the task enabled.

  7. Select Edit tasks.

  8. Then Confirm you want to enable the task for the role and all its members.

    A green check mark appears beside the task name, in the list of domains and tasks.

    Tip: Tell users to log out and then sign in again to see the changes associated with their role membership.