Managing User Roles

As an administrator, you can create and configure a new user role in BarTender Cloud and edit or delete an existing role.

BarTender Cloud provides default user roles that have pre-assigned permissions. The following default roles are available:

  • Print Operator: Users who have this role have Print Access permissions. They can use the Print Console view to select and print documents.

  • Content Manager: Users who have this role have Manage Documents and Print Access permissions. They can use either the Print Console view or the Manage Files view to select and print documents, and they can use the Manage Files view to upload, organize, and manage documents and folders.

  • API User: Users who have this role have Manage Documents, Print Access, and API User permissions. They can do the same tasks as users who have Print Operator and Content Manager roles can, and they can also use the BarTender Cloud REST API from within your custom application.

Note:  Access to the BarTender Cloud REST API is included with the Automation subscription plan.

ClosedTo create a new user role

  1. In the left navigation pane of the Manage Cloud Account view, click Roles to display the Roles property page.

  2. Click Create Role.

  3. In the Create Role dialog, enter a name for the role in the Enter Role Name field.

  4. In the permissions list, click to turn on or off the permissions that you want users who are in this role to have or not have.

  5. Click Create.

ClosedTo edit an existing user role

  1. In the left navigation pane of the Manage Cloud Account view, click Roles to display the Roles property page.

  2. In the roles list, click for the role that you want to edit, and then click Edit.

  3. In the Edit Role dialog, edit the name in the Enter Role Name field as needed, and in the permissions list, click to turn on or off the permissions that you want users who are in this role to have or not have.

  4. Click Save.

ClosedTo delete an existing user role

  1. In the left navigation pane of the Manage Cloud Account view, click Roles to display the Roles property page.

  2. In the roles list, click for the role that you want to delete, and then click Delete Role.

  3. In the Delete Role dialog, click Delete Role.