---
title: "Roles"
slug: "dxp-ug-admin-generalsettings-roles"
updated: 2026-05-07T21:02:39Z
published: 2026-05-07T21:02:39Z
canonical: "support.nectarcorp.com/dxp-ug-admin-generalsettings-roles"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.nectarcorp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Roles

This page provides a list of user roles, descriptions, and the number of users assigned to that role. You can add, edit, and delete roles.

![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/image-1750961730162.png?sv=2026-02-06&spr=https&st=2026-11-06T04%3A49%3A28Z&se=2026-11-06T05%3A49%3A28Z&sr=c&sp=r&sig=R6ZmEJhvDKC3Kfu7k%2FMa8wH9uz%2BsRG5XHj42uqhPMU0%3D)

- You can click the drop-down next to **Show** to specify the number of roles to show per page. The default value is ***10***
- You can use the **Search** box to search for a user role.

## Add a New Role

1. Click **Add Role**.
2. The **User Role Information** page opens:![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/image-1778186709158.png?sv=2026-02-06&spr=https&st=2026-11-06T04%3A49%3A28Z&se=2026-11-06T05%3A49%3A28Z&sr=c&sp=r&sig=R6ZmEJhvDKC3Kfu7k%2FMa8wH9uz%2BsRG5XHj42uqhPMU0%3D)
  1. Enter the **User Role Name** and **Description.**
  2. Under **Security,** restrict **max login attempts** and **lockout time** for this role. (The defaults are *10 attempts* and *15 minutes*)
  3. Click Next.
3. Configure **Page Settings**:![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/image-1778187214400.png?sv=2026-02-06&spr=https&st=2026-11-06T04%3A49%3A28Z&se=2026-11-06T05%3A49%3A28Z&sr=c&sp=r&sig=R6ZmEJhvDKC3Kfu7k%2FMa8wH9uz%2BsRG5XHj42uqhPMU0%3D)
  1. Toggle which **Sections** of the DXP UI the role will have access to
    1. If **Reporting** is selected in **Sections,** configure the **Reporting Settings**:
      1. *Select the **Reporting Role** for the user:*
      2. ***Report Viewer** provides Read-Only access*
      3. ***Report Scheduler** allows the user to schedule reports but not create them.*
      4. ***Report Creator** allows the user to create custom reports.*
      5. ***Report Admin** provides all permissions, including deletion.*
    2. Select which reports are available to the user
      1. ***All Reports*** *will be selected as the default*
      2. *If disabled, scroll through the list of platforms and select the specific reports required*
    3. Move to the **Analytics Settings** tab, and select the **Analytics Role.**
  2. Toggle which **Dashboards** the role will have access to.
  3. Check the **Custom Platform Configuration** box to allow the role to create and manage custom dashboards.
  4. Click Next.
4. Configure **Data Access**:![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/image-1778187670174.png?sv=2026-02-06&spr=https&st=2026-11-06T04%3A49%3A28Z&se=2026-11-06T05%3A49%3A28Z&sr=c&sp=r&sig=R6ZmEJhvDKC3Kfu7k%2FMa8wH9uz%2BsRG5XHj42uqhPMU0%3D)
  1. Enable **PII Restriction** to prevent users assigned to this role from viewing personal data.
  2. Use the **Filters** dropdown menus to limit the data and resources accessible to this role.

## Edit a Role

1. Click the **Edit** button next to the role you want to edit. The **Edit User Role** page opens.
2. Make changes to the role settings, as needed.NoteYou cannot change the name of the user role. 3. Click **Save**. Or, click **Cancel**.

## Delete a Role

1. Click **X** in the **Actions** column next to the role you want to delete. The **Delete Role** dialog appears.
2. Click **Delete**. Or, click **Cancel**. The user role is removed from the list on the **Roles** page**.**