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Creating a Role

Required User Credentials

[Flosum User] - SystemAdministrator Role

Overview

In Flosum Global Settings, a Role specifies what permissions are granted. Roles are granular, allowing you to set permissions individually for each Salesforce connection. This article explains how to create a Role and add permissions. For details on each permission, see the following article.

For more information on how Flosum roles, groups, and users function, see the following article.

SystemAdministrator Role

The SystemAdministrator role is a system-defined role with super-admin privileges. This role grants users full access to the Global Settings app and to any other licensed Flosum apps, such as Backup & Archive. This is the only role that can add and remove connections as well as update connection tokens.

Creating a Role

1

Access Global Settings

  1. From any Flosum Cloud App, click the App Switcher icon in the dropdown menu from the sidebar menu.

  2. Click Global Settings.

  3. The Global Settings app will open in a new tab.

Global Settings can also be accessed by directly logging in using your region's Global Settings URL. See the following article for login instructions.

2

Create a Role

  1. Click Roles from the sidebar menu.

  2. Click Create.

  3. Enter a Name and Description for the role.

3

Configure Backup & Archive Role

  1. Click the Backup & Archive tab.

  2. Select the License to use for this role.

  3. In the Manage connection permissions section, click Add Connections.

  4. Select the box next to the Connections for which you wish to assign permissions for this role.

  5. Click Add.

  6. Select any of the permission boxes you wish to add to each connection. Refer to the Backup & Archive Permission Details section below for detailed information on the permissions each allows.

4

Create Role

  1. Click Create.

  2. Once created, you can review the role you just created.

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