Overview

In the Armor Management Portal (AMP), roles are similar to job titles that you can create and assign to your users. When you create a role, you can populate that role with specific permissions. These permissions determine the type of access a user has in AMP.  For example, you can create an Accounting role, and then you can add specific permissions to only give the user access to accounting-related features in AMP, such as the permission to view and edit  the Invoices screen.  

By default, Armor offers three default roles with specific permissions already enabled: 

• Admin
• Technical 
• Billing

Create a role and add permissions

1. In the Armor Management Portal (AMP), in the left-side navigation, click Account. 
2. Click Roles + Permissions. 
3. Click the plus ( + ) icon. 
4. In the top, right corner of the screen, hover over the gear icon. 
5. Click the blue pencil (Rename) icon.
6. In the window that appears, enter a descriptive name, and then click Rename Role.
7. In the top menu, click Members. 
8. In the field, enter and select the user (or users) to assign to the role. 
9. In the top menu, click Permissions. 
10. Mark the permissions to add to your role. 
11. At the bottom of the screen, click Save Role. 

Assign a role to an existing user account

1. In the Armor Management Portal (AMP), in the left-side navigation, click Account. 
2. Click Roles + Permissions. 
3. Locate and select the desired role. 
4. Under the name of the role, click Members. 
5. Click Edit Members. 
6. Select and drag the desired user to the Chosen column. 
7. Click the X at the top, right corner.  

Update a permission for a role 

1. In the Armor Management Portal (AMP), in the left-side navigation, click Account. 
2. Click Roles + Permissions. 
3. Locate and select the desired role. 
4. Select or deselect the desired permissions. 
5. Click Save Role. 

Remove a role for a newly created or existing user

After you create a user account with an assigned role, the new user will receive an email to complete the login process. During this time, the account administrator has limited access to that user account; however, the account administrator can still update roles and permissions for the new user. 

1. In the Armor Management Portal (AMP), in the left-side navigation, click Account. 
2. Click Roles + Permissions. 
3. In the search bar, enter the name of the newly created user, and then hit Enter. The table shows a list of roles associated with that user. 
4. Locate and select the desired role. 
5. Under the name of the role, click Members. 
6. Click Edit Members. 
7. Select and drag the desired user to the Chosen column. 
8. Click the X at the top, right corner. 

Review available permissions

Review the following table to understand the permissions available for you to add to your Roles.