You can reach your Main Account Roles by navigating to Users > Main Account Roles via the left nav bar. In the Assigned Main Account Roles section, you’ll notice a different page layout from the rest of the platform, so before we review how you can create and manage your Main Account Roles, let’s first review how you can navigate this section.
This section is made up of two display panels. The left-hand panel contains a list of all your accounts and the Main Account Roles assigned to each account, which you can view by clicking the arrow to the right of the account name. At the top of the left-hand panel, you’ll find a search bar, which you can use to search for the docs you’re looking for.
Whenever you select one of the Main Account Roles (or create a new one), a page of configuration settings for that doc will appear in the right-hand panel. At the top of the page, you’ll find two tabs: Configure and User Assignment. Under Configure, you can set up the permissions for different settings. Click on the User Assignment tab to view and assign Roles to users.
At bottom right, you’ll find the Cancel and Save buttons. If you open an existing Role, you’ll find the Delete and Clone buttons at bottom left.
Now let’s go over how you can create a new Main Account Role.