#Assign Module Permissions

If you want to allow your customer's tenant users, especially administrators, to access Elements and manage their tenant’s data utilizing premium management services, follow these steps in order:

1. Create a customer role – Create a customer role that includes service-specific permissions for the service. For detailed instructions, refer to Customer Roles.

2. Create a functional role – Create a functional role to group users and assign permissions.

3. Add users to the functional role – Add your customer's tenant users as members of the functional role.

4. Assign the customer role to the functional role.

On the Functional role > Functional role list page, clicking a functional role gives access to the Functional role details page. Switch to the Portal access roles tab. Find the module-specific customer roles that you want to assign and turn on the toggle. Customer’s tenant users who have been added to the functional role will be authorized to access Elements to manage their owner tenant’s data utilizing the module.

There is a message bar indicating the number of changes under this tab. When ready, you can click Apply changes to apply the updates in batch.

#Convert Group Type

To convert a functional role to a security group or application group, select the desired functional role, and click Convert. Choose the appropriate target group type and click Convert to complete the process.