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.LabelDefinition
1Role NameName of the role.
2DescriptionDescription for the role.
3Role PermissionsView 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.

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