Introduction
In this article, we will discuss Managing User Roles.
To visit the Managed Users Role tab, go to Tools and Settings icon > Users tab > Managed Users Roles subtab.
Manage Roles Grid
On the user roles page, you can select delete multiple roles at the same time. 
However, the default role is unable to be deleted.
Click the role name link to edit a given role or click the edit icon button. Depending on your user role, you may copy or delete the user.
You can see on the Manage Roles grid the main roles of any user equal to you or below. You can also see the default roles, which are recognizable by the green check. A non-default role is recognized by a red X. If a role is public, meaning it is available to all programs, it has a green check, and a red X if it is private. This is used for our partners creating specific roles for businesses that have access to one program.
You can see the permissions excluded by hovering over the pop-up in the permissions excluded column.
To create a new record, press the New Record button
Create User Role
When creating a role, give it a name, and decide which permission to grant. If your user role is an Administrator or Distributor choose to make the role public or private, and select the programs to apply the role to. Next, pick the Main Role and permissions to grant.
If you have access to one program, the reward program field, and the option to make the role public or private will not be displayed. By selecting the Business Owner role, all default permissions for that role will be given. Typically, when creating a private role, permissions are removed versus added.
If the role is private, when creating a user, the role will only be displayed to the selected program, and no public roles for that given user type will show. For example, if we create a private business owner role for a selected program, when creating a new user, the private user role will only display for that role type.
When creating the role, to view all the types of permissions, click the plus icon, and all settings will display. The tabs inside the back office organize the role types. For instance, the new record tab displays all items found on the new record tab. The permissions given will determine what the user has access to.
Suppose a given default role, such as a Business Owner, cannot access specific items. In that case, they cannot be selected when creating a new private user role.
To give access to permissions above a given user role, a higher role with restrictions is required. For instance, a Manager role cannot access Triggers, but a Business Owner role can. In this case, you would create a Biz Admin role and remove unwanted permissions.
If you have any questions, please create a ticket, and one of our support reps will contact you shortly. Thank you.