Setup user roles

Getting Started

Module: Users & Roles

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Users & Roles

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Setup user roles

User roles are essential for controlling access and responsibilities within your organization. Follow this guide to create and configure custom user roles in Pollux.

How to Setup user roles in Pollux

Step 1: Navigate to Roles in Settings

From the sidebar, go to:
Settings → Roles

This section allows you to create, edit, and manage user roles for your organization.

Step 2: View Existing Roles

On the Roles overview page, you can see all currently defined roles (e.g., Administrator, Guest), along with their permissions and members.

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Click the people icons under “Members assigned” to quickly view or manage users assigned to each role.

Step 3: Click “Add New Role”

To create a new role, click the “Add New Role” button in the top-right corner.

Step 4: Configure the Role

On the “New Role” page, you’ll see two key sections:

1. Display

  • Role Name: Give your role a clear and descriptive title (e.g., “Regional Manager”, “Support Lead”).

2. Permissions

Toggle the relevant permissions for this role. Options are grouped into categories like:

  • Organization Management

  • Users & Roles

  • Support Desk

  • Locations

  • Meraki Devices

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Note: The review process is typically quick, but if you have an urgent timeline, let us know during the meeting or in the request form.

Step 5: Save and Assign Users

Once permissions are set:

  • Click Save Configuration

  • You can now assign users to this role from the Roles list

If you’re unsure about what certain permissions allow, hover over the toggles or refer to the Pollux documentation center. You can also contact support for guidance on role strategy.

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You can always come back to edit a role’s permissions or add/remove users as your team grows.

Next Steps:

Request a Pollux organisation

January 7, 2025

Setup your Pollux organization

January 7, 2025

Connect Modules to Pollux

January 7, 2025

Invite your team

January 7, 2025

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