Role management

Role management

When a company is created, a default user with the Administrator role is created automatically.

This user can manage roles and other users.

The Administrator role:

• gives the assigned user all permissions by default.
• cannot be deleted.
• the permissions of the Administrator role cannot be changed.
• any created user can be assigned the default Administrator role.

Creating a new role

To create a new role, move the cursor over the administrator icon and select Role management.

On this page, you will see only the Administrator role by default.

To create a new role, click the + Add New Role button.

In the opened window, enter the Role Name and select the required permissions.

The permissions are described below.

Domain Services

- Register allows the user to register new domains.
- Renew & Restore allows the user to renew and restore existing domains.
- Transfer In allows the user to transfer domains to us.
- Transfer Out allows the user to transfer domains away from us.

My Portfolio

- My Portfolio allows the user to view the domain portfolio. If only this permission is selected, the user will have limited access. The user will be able to see only the domain list and view domain options. These options include auto-renewal, Whois Privacy, and the domain expiration date.
- DNS management allows the user to view and manage DNS records.
- Whois management allows the user to view and manage WHOIS data for domains.
- Whois Privacy allows the user to enable or disable Whois Privacy for domains.
- Folder management allows the user to manage domain folders.
- Edit comments allows the user to add, edit, and delete comments for domains.
- Export to CSV allows the user to export the domain list to a CSV file. The exported file will include only the fields allowed for this role.

Templates

- Whois allows the user to manage WHOIS templates.
- DNS allows the user to manage DNS templates.
- Host Records allows the user to manage host record templates.

API signatures

- Create signatures allows the user to create API signatures for users.
- Edit signatures allows the user to edit existing API signatures for users.
- Can create Full access signatures allows the user to create full access API signatures. This permission also gives access to Administrator API signature records.

Financial

- Balance Top-up allows the user to create invoices for balance top-up and pay them.
- Orders allows the user to work with orders.
- Invoices allows the user to manage invoices.
- Transactions allows the user to view account transactions.
- Transfer funds allows the user to transfer funds between companies.

Upcoming Renewals

- Upcoming Renewals allows the user to view upcoming domain renewals.

Administrative

- Contacts allows the user to create contacts and manage mailing permissions.
- Roles allows the user to manage roles.
- User management allows the user to manage team members.

After the role is created, you can create a user and assign this role to the user. For the next steps, see Team management.

Editing a role

To edit a role, move the cursor over the administrator icon and select Role management.

Find the role that you want to change.

Open the role settings and update the Role Name or the selected permissions.

Save the changes by clicking "Save" button

The updated permissions will apply to all users who are assigned to this role.

The Administrator role cannot be edited.

Deleting a role

To delete a role, move the cursor over the administrator icon and select Role management.

Find the role that you want to delete and delete the role.

! Deleting a role permanently deletes all user accounts assigned to this role.

This action cannot be used for the Administrator role.

Before deleting a role, make sure that the assigned users no longer need access to the system.

If the users should keep access, assign them to another role before deleting the role.