Getting Started #

This article provides instructions for managing users in ISI Analytics. Before you begin, please ensure you have the following:

• Admin credentials to login to ISI Analytics
• Available for Enterprise and Classic plans. 

What are Custom Roles? #

Custom Roles allow you to define sets of permissions to assign to users. Out of the box, ISI Analytics provides 3 roles (Full Access, Elevated, and Standard). If you would like to create more roles you can use Custom Roles. 

Managing Custom Roles #

To manage the users in your ISI Analytics tenant:

1. Login to ISI Analytics
2. Navigate to Users from the navigation bar
   
3. Click at the top-right. 

Add a Custom Role #

To add a Custom Role, click the + New Custom Role button at the top-right of the Custom Role dialog

Edit an existing Custom Role #

To edit an existing Custom Role, click the pencil icon to the right of the Custom Role in the custom Role dialog. 

Editing a Custom Role #

Give your Custom Role a name using the Role Name field. More information about each option can be found by hovering over the (i) next to each option, or by going here.