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The Role Management page lets ISO admins define roles, control which features each role can access, and invite users into those roles. Every role is scoped to your ISO — roles you create here are not visible to other ISOs.
Role Management page showing the ISO Admin role card labelled 'Your Role' with 13 permissions, one active user listed, an Invite User button, and a Create Role button in the top-right corner

The Role Management page showing the ISO Admin role card with its permission count, user list, and Invite User button.

This page requires the Role Management permission. Your own active role is labelled Your Role and cannot be edited or deleted — this prevents accidental self-lockout. Only custom roles you have created can be modified or removed.

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Role cards

Each role appears as a card on the page. A card shows:
  • Role name — with a Your Role badge if it is the role currently assigned to you
  • Permission count — the number of feature permissions granted to this role
  • Users list — every user assigned to this role, with their name, email, and status badge (Active or Pending)
  • Invite User button — opens the invitation modal pre-set to this role
  • Edit / Delete controls — visible only on custom roles you are permitted to modify

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Creating a role

Click + Create Role in the top-right corner to open the Create New Role modal.
Create New Role modal with a Role Name text input and a grid of 13 permission checkboxes including Dashboard, Entities, Performance, User Management, Role Management, Groups, Plans and Features, Organizations, ISO UI Settings, Message Center, Inbox, Cancel Entities, and Dual Pricing, with Cancel and Create Role buttons

The Create New Role modal showing the Role Name field and the full list of available permissions.

Click Create Role to save. The new role card appears on the page immediately.

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Available permissions

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Editing and deleting a role

Roles you created (custom roles) show Edit and Delete controls on their card. Built-in roles such as ISO Admin and your own current role are protected and cannot be modified. When you edit a role’s permissions, the system immediately rebuilds the permission cache for every user holding that role — their access updates without requiring them to log out.
Deleting a role is permanent. All users assigned to that role will lose the permissions it granted. Assign users to a different role before deleting if you need them to retain access.

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Inviting a user

Click Invite User on any role card to open the Invite New User modal. The Assign Role field is pre-set to the role whose card you clicked.
Invite New User modal with First Name, Last Name, and Email text inputs and an Assign Role field showing 'ISO Admin', with Cancel and Send Invitation buttons

The Invite New User modal with fields for First Name, Last Name, Email, and Assign Role pre-filled to ISO Admin.

Click Send Invitation to create the account and dispatch the invitation email. The new user appears in the role card with a Pending status badge. They will receive an email with a secure link to complete their account setup and set their password.

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Managing existing users

Each user listed on a role card has the following actions available:
Removing a user is permanent — all roles, permissions, and account data are deleted and cannot be recovered. You cannot remove your own account.