Edit client roles

You can edit the client roles of client applications in 10Duke SysAdmin.

If organization roles inherit permissions from a client role, changes to the client role’s permissions also affect all the associated organization roles. Test changes thoroughly before taking them into general use in a production environment.

Note: Do not make changes to the predefined InsightsViewer role, which is used to grant access to 10Duke Insights.

Before you start:

• Make sure to apply corresponding changes in your client application when it enforces client roles and client permissions.

To edit a client role:

1. In SysAdmin in the left sidebar, go to ROLES AND PERMISSIONS > Client roles.

2. In the table, select the client role you want to edit. The details open below the table.

   • On the Details tab, edit the details and click Save. You edit a client role in the same way as you create one.

   • On the Role permissions tab, edit the client permissions granted to the role.

3. Click Refresh cache above the table.

   The changes to the role’s permissions take effect within a few minutes for users who have the edited role or roles that inherit client permissions from it.