Adding Role Groups

This article provides instructions for creating Role Groups, managing Role Groups and assigning them to User Profiles in ACE.

Please Note:

If a user profile already has Permission Roles or Data Roles assigned individually that also exist in an assigned Role Group, there is no negative impact. These roles can remain assigned directly or be removed at your discretion—user access will remain unchanged either way.

What Are Role Groups?

Role Groups allow administrators to group existing Permission Roles and Data Roles and apply them to users who perform similar job functions. This makes assigning roles faster and ensures consistency across users who share the same responsibilities (e.g., Agents, Data Loaders).

Any updates made to the Role Group automatically apply to all users assigned to it.

Create a Role Group

1. Identify the permission and data roles you want to have in the Role Group.

2. Go to Setup → Roles → Role Groups, click New

3. Enter Label and Description to identify the Role Group

4. Apply to Save

5. In the Add Roles section:

   1. Select roles to be added in the Permission Roles and Data Roles fields.

   2. Click Add to include the selected roles to the group.

   3. Save

6. To remove roles from the group:

   1. Use the ❌ icon next to a role.

   2. Or use the checkboxes to select multiple roles and click Delete Roles.

Assign a Role Group to a User Profile

1. Go to Setup → Users → Profiles.

2. Select or create and save a user you want to add a Role Group to.

3. In the Add Role Groups section:

   1. Choose a Role Group from the dropdown.

   2. Click Add.

4. The assigned group will appear under the Role Groups section of the user profile.

5. Click Save

To remove Role Groups from a user profile:

1. Use the ❌ icon next to the group.

2. Or select multiple groups using the checkboxes and click Delete Role Groups.