Page tree

This topic only applies to Armor Anywhere users.


Overview

This topic only applies to Armor Anywhere users. If you are an Armor Complete user, see Roles and Permissions (Armor Complete)

In the Armor Management Portal (AMP), roles are similar to job titles that you must create and assign to your users. When you create a new 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 invoices. 

When you create a new user, you must assign that user a role.


Create and assign a new role

Step 1: Create a role and add permissions

To see a list of available permissions, see Review available 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


Step 2: 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. In the top menu, click Members
  5. In the field, enter and select the desired user. 
    • The change will be automatically saved. 
    • The user will have immediate access to the permissions within the role. 


Update a permission for a role 

You cannot edit the permissions within a default role.

Remember, when you update the permissions for a role, the users assigned to that role will automatically be able to use the newly added permissions.

  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. Mark (or unmark) the desired permissions. 
  5. Click Save Role in the bottom of the screen. 


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 account creation 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 newly crated user. 

  1. In the Armor Management Portal (AMP), in the left-side navigation, click Account
  2. Click Roles + Permissions
  3. In the search field, enter the name of the user, and click the magnifying glass icon. 
    • The table will display the roles assigned to the user.  
  4. Click the desired role. 
  5. In the top menu, click Members
  6. In the table, place the cursor over the user, and then click the trash icon. 
  7. Click Remove Access.


Delete a role

You do not need to remove the permissions from a role in order to delete a role.

  1. In the Armor Management Portal (AMP), in the left-side navigation, click Account
  2. Click Roles + Permissions
  3. Locate and hover over the desired role.
  4. Click the vertical ellipses. 
  5. Click Delete
  6. Click Delete Role


Additional documentation - Review all permissions

To view every permission available in AMP, see Review all permissions.

In the Roles and Permissions screen, you may see permissions that only apply to Armor Complete users. Your roles will not malfunction if you happen to add an Armor Complete permission to your role.









In this topic



Have a suggestion for the Armor Knowledge Base? Send a message to kb@armor.com.