Setting up Role Assignments can be a great way to maximize the value of the portal. By dictating the exact access that users should have (via Security Roles), you can quickly disseminate the assignment of roles to users.
Read this article to learn about role assignment configuration options - specifically, Scopes, Scope Types, Roles, and Member Types - and when to apply them.
About Scope Types
There are 3 total Scope Types that you can choose from, explained in the table below:
| Scope Type | Explanation | CloudRadial Version Required |
| Company | Sets the scope of the role assignment to a specific company loaded into CloudRadial. | CSA Starter, Pro, Enterprise |
| Company Group | Sets the scope of the role assignment to a specific company group loaded into CloudRadial. Best used when managing companies at scale, commonly those managed by multiple account managers. |
CSA Enterprise |
| Partner |
Sets the scope of the role assignment to the entire portal. Use this when you want to apply a role to users across all companies and/or user groups (Enterprise only) |
CSA Starter, Pro, Enterprise |
About Scopes
Scopes are the specific selections that the Scope Types inform. Depending on what you've selected, you'll see a few different options, including:
| Scope Type | Scope Selection | CloudRadial Version Required |
| Company | List of available companies that are loaded into CloudRadial CSA | CSA Starter, Pro, Enterprise |
| Company Group | List of available company groups that are loaded into CloudRadial CSA | CSA Enterprise |
| Partner |
No scope - portal-wide selection |
CSA Starter, Pro, Enterprise |
About Roles
Security Roles (also just called Roles) are what inform the actual specific permissions that users will be assigned. Once you have determined your scope type and scope, you will be able to choose the role to apply to the users using this dropdown.
It is highly recommended that you first set up your roles before working with role assignments.
About Member Types
Member Types refer to the specific classification of users. Once you've set your Scope Type, Scope, and Role, the last thing to do is to choose the users (or user groups) that will receive the role assignment.
| Member Type | Scope Selection | CloudRadial Version Required |
| User | List of available users filtered by your Scope Type and Scope | CSA Starter, Pro, Enterprise |
| User Group | List of available user groups filtered by your Scope Type and Scope | CSA Enterprise |
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