EBS: Assigning One or More Roles to Users in Everbridge Suite

Topic

How to assign one or more roles to users in Everbridge Suite.

Description

Starting with the March 15, 2023 release, users must have at least one role assigned to them. This means:

  • if you add a new user and do not assign that user a role, you will get an error message and be unable to save that user
  • If you edit an existing user that has no role, and you do not assign that user a role, you will be unable to save any changes made to that user record

The requirement is that a user have at least one role assigned to them. Please note users can have multiple roles in an organization or across organizations within an Everbridge Account.

Account Level: To assign a role or roles to a user at the account level, follow the steps listed below:

  1. Log in to the Manager Portal as an account administrator.
  2. Select Users from the top menu bar.
  3. Select Users from the drop-down menu.
  4. Click on the pencil icon next to the appropriate user.
  5. In the Role information pane, select the following from the drop-down menu, starting from the left:
    1. Role level: Organization Level
    2. Organization name
    3. Role Type
  6. Click +New Role.
  7. Click the Default radio button next to the desired default role for the user
  8. Click Save.
  9. Warning: If you add a new user
  10. Repeat steps 5, 6 and 8 to add more roles for a user, if applicable.
  11. Select the Default radio button for the default role the user logs in as.
  12. Click the trash icon next to roles to delete them.
  13. Click Save.
User-added image

Organization Level: To assign a role or roles to a user at the organization level, follow the steps below:

  1. Log in to the manager portal and select the appropriate organization from the drop-down menu in the upper right-hand corner.
  2. Select Access from the top menu bar.
  3. Select Users from the drop-down menu.
  4. Click on the pencil icon next to the appropriate user.
  5. In the Role information pane, select the following from the drop-down menu, starting from the left:
    1. Role level: Account Level
    2. Role Type
  6. Click +New Role.
  7. Click the Default radio button next to the desired default role for the user
  8. Click Save.
  9. Repeat steps 6, 7 and 9 to add more roles for a user, if applicable.
  10. Select the Default radio button for the default role the user logs in as.
  11. Click the trash icon next to roles to delete them.
  12. Click Save.
User-added image
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