Creating and managing custom roles

The roles and permissions feature in ComplyAdvantage Mesh enhances access management by allowing you to create and manage custom roles tailored to your needs. You can easily define the appropriate level of access for each user across the system through role-based access control.

With this feature, you can:

• View both system-defined and custom roles.

• Create custom roles using a predefined set of permissions.

• Duplicate existing roles along with their permissions.

• Edit role names and update assigned permissions.

• Delete roles that are not currently in use.

View roles and permissions

1. Log in to Mesh.
2. Select Settings from the main navigation.
   
   
   
   

3. Go to Access management and select Roles and permissions. You’ll see a list of system-defined roles and any custom roles created within your account.

   • System roles are default roles provided by ComplyAdvantage Mesh. These roles cannot be edited and are automatically updated with new permissions as features are released. System roles are marked with a lock icon. More information on system roles can be found here.

   • Custom roles are roles you create and manage. You can update their permissions at any time. However, when new permissions become available through feature updates, you’ll need to manually update your custom roles to grant access to those features.
     
     

View role details

1. To view the permissions granted for a role, select a role in the roles list.
2. Toggle Show only granted permissions to only show the enabled permissions.
   
   

Create custom roles

1. To create a custom role, select Create on the Roles and permissions page.
   
   
   
2. Give the role a meaningful and unique name within the account.
   
   
   
   
3. Select Next.
4. Select the permissions you want to give to this role. Some permissions will require other permissions to be enabled in order to function correctly. This will be indicated by an icon next to the permission name. The dependent permissions will be selected automatically.
   
   
5. Click Create.
6. The newly created role will appear in the roles list.

Assigning roles

Roles can be assigned to users through the user management page (see Bulk updating user roles section).

Editing roles

Custom roles can be renamed or have their permissions updated.

Update role name

1. Select a custom role in the roles list.
2. Click on the three dots.
3. Select Edit.
   
   
   
   
4. Click the pencil icon.
   
   
5. Update the role name to something unique within the account.
   
   
   
   
6. Select Rename.

Update role permissions

1. Select a custom role in the roles list.
2. Click on the three dots.
3. Select Edit.
   
   
   
   
4. Select the new permissions you would like to give this role using the check boxes.
5. Select Save.

Duplicate existing roles

System roles and custom roles can be duplicated, enabling you to easily create variations of roles for your use case.

1. On the roles list, click the three dots next to the role you would like to duplicate and select Duplicate.
   
   
   
   
2. Give the role a unique name in the account and click Next.
   
   
   
   
3. The role will appear in the list of roles and have the same permissions as the original role. This role can be edited with updated permissions.

Deleting roles

Roles can be deleted if they are not assigned to any users. If the role is assigned to any users, first re-assign the affected users with a different role via the user management page.

1. Once the role is not being used by any users, click on the three dots for the role you would like to delete and select Delete.
   
   
   
   
2. Select Delete to confirm.