Roles

Modified on Mon, 11 Nov at 12:02 PM

Roles

Roles define the specific roles company administrators can create. Roles prescribe what services the user is permitted to view, edit and control. A user can have multiple roles assigned. The permissions that apply to a user are the sum of all permissions from all assigned roles.

Roles improve your productivity and security by:

providing an overview of your user's setup
making user permission provisioning easier and reducing the error probability
reducing the threat that users have access to functionality they shouldn't have access to

Therefore, we highly recommend creating customized Roles for your organization.

Note: You can create up to 100 roles.

This article applies to company administrators having the permission to Manage administrators and organization settings.

How to create roles

To create a role, please follow the instructions below:

Click Admin settings on the left-hand side of TeamViewer Remote's interface.
In the User Management menu, click on Roles.
Click on the Create new role button.
Enter a role name and click Continue.
Select all the permissions your role should contain and click Continue.
- (Optional) If you have already created users, you can assign the role to these users and click Save. You will also be able to assign the role at a later stage. Please see here.
Click Save.

You have successfully created a role.

How to assign a role to multiple users

To assign a role to multiple users, please follow the instructions below:

Go to Admin settings.
Within the User management section, go to Users.
Select the users you want to assign a role to.
Click Edit.
Click Role assignments.
Make sure Assign role is enabled and select the role you want to assign.
Click Change roles.

How to assign a role to a single user

To assign a role to a single user, please follow the instructions below:

Go to Admin settings.
Within the User management section, go to Users.
Select the user you want to assign a role to.
Click Edit.
Go to the Permission overview tab. Open the dropdown by clicking it.
Select the roles the user should have assigned.
Click Save.

How to check the permission of a user

To check the permission of a user, please follow the instructions below:

Go to Admin settings.
Within the User management section, go to Users.
Click on the user you want to check.
On the panel, click the Permissions overview icon.

You will see all the assigned roles and permissions in the respective tabs.

Set a role as predefined

Predefined roles help administrators manage user permissions efficiently. They provide a structured way to control user permissions. With predefined roles, new users get the right permissions immediately once they are added to your company, simplifying user management and boosting security.

Note: The predefined role will also apply to users you added via API and SCIM.

To set a role as predefined, select the desired role and click Set as predefined.

All users joining your company will be assigned this role by default.