View Role Details
The View Role screen allows you to view details for individual roles, including name, description, and permissions. A 'role' in Rev.io PSA is a defined set of permissions that can be assigned to any user in your database.
Each field on the View Role screen is defined below.
No. | Label | Definition |
1 | Role Name | Name of the role. |
2 | Description | Description for the role. |
3 | Role Permissions | View whether users in the role can perform certain actions. NOTE: A user cannot have every permission available in the system unless they are a global administrator. For information on permissions in Rev.io PSA, see the Available Permissions article. |
These actions are available on the View Role screen.
- Edit the role by clicking the ellipsis and selecting Edit from the menu options. See the Add/Edit Roles article for more information.
- View permissions set available to the user for different modules in Rev.io PSA by clicking different tabs in the Assign Permissions to Role section.