Set or edit roles and collections for users

Invicti Platform lets you customize access by assigning specific roles to users and teams. A user or team can have several roles depending on how you need to structure access to different collections. Each time you assign a role to a user or team, you can choose if that role will apply to all collections or just selected collections. That way, you can restrict access to specific collections and make sure everyone can access only what they should have access to.

You can assign more than one role or collection to a user or team. Assigning roles and collections can be done during the creation of a user profile or team, or later by editing the user or team. This document explains how to assign roles and collections after a user or team has been created.

This document guides you through the process of both assigning and editing roles and collections for existing users.

To learn how to create a new user and assign a role and collection at the same time, follow the instructions in this New user document.

Assign a role and collection to an existing user

1. Select Users, teams & roles > Manage users from the left-side menu.
2. Click Edit next to the user to whom you want to assign a role or collection.

3. In the User roles section, use the drop-down and select a role, then click Add.

4. The selected role is assigned and applied to all current and future collections. To change this, click Select Collections.

5. In the dialog use the drop-down to select one or multiple collections. The selected collections appear in the table below.

6. Click Save to confirm the collections.
7. On the Edit User page, click Save.

The user is now saved with the roles and collections assigned.

Edit a role and collection for existing users

1. Select Users, teams & roles > Manage users from the left-side menu.
2. Click Edit next to the user to whom you want to assign a role or collection.

3. There are several ways to edit roles and collections:

• Use the drop-down button and Add button to assign an additional role.
  
• Click the circled X icon next to an assigned collection to remove it.
  
• Click the Edit collections button to modify assigned collections.
  
• Use the trash can icon to remove an assigned collection.

4. Once amended, click Save to confirm the changes