How do I create an account role in Helm?

The following article explains how to an account role in Helm. An account role is a set of permissions and restrictions for which you can assign to your customers. Any permissions that are not allowed in an account role will not be available to the customer.

To add an account role in Helm, please follow these steps:

1. Open a Web browser and connect to your Helm Control Panel located at https://ip_address:8086.
2. Login as the Administrator using the information sent to you in your setup email.
3. Expand Account Settings.
4. Expand Customer Account Roles and click Create Account Role.
5. Enter the requested information:
   • Role Name: enter a name for the role
   • Role Description: enter a description for the role
   • Is Public: check this to make the role visible to all users
   • Available Permissions: select either a pre-defined role or specify the permissions for the role
   
6. Click Save.