Create custom user roles

You can create and edit custom user roles and permissions to match your organizational structure and workflow. A variety of user roles are available ranging from the Default role (read-only) to the Administrator: Full Access role (full access to all features). Each user can only be assigned to one role.

Custom user roles

• Are created by copying and modifying an existing role.
• Can be deleted when no users are assigned.
• Combine with topmost access to limit user access.

Users and role report

Manage users from the Settings menu (Gear icon). Tabs in Users and Roles provide a list of active users, inactive users, user groups, and the number of users assigned to each role. 

Create a new role

Remember default roles cannot be modified.

If you need a new role, review the existing user roles for the closest match, make a copy of the role, and change the copy as needed.

From the Settings menu (Gear icon), choose Users and Roles.

On the Roles and Permissions tab.

1. Review the roles and permissions provided.
2. Copy an existing role with the Copy role button.
3. Update the role name and description, this helps you remember why the role exists and when to assign it.
4. Expand each permission section and add or remove permissions as needed.
5. After you save the copy, the Type is listed as Custom.
   • Each permission section is expandable.
   • Help text appears as you hold the pointer over each permission.

Custom user roles

• Are created by a system administrator.
• Can be modified at any time.
• Can be deleted when no user is assigned to the role.

Excel report

You can download a report containing all users and their roles and permissions.

View your assigned role

Run versus Manage permission

The Run permission is required for these processes:

• Export/unexport bills
• Chargebacks
• Cost Avoidance baseline 
• Cost Avoidance calculate savings
• Submit data to ENERGY STAR
• Summarize interval data

The Manage permission is used to configure a feature or to complete tasks.