The Custom Roles feature allows Organization Owners to create tailored roles with specific permissions that align with their organization's unique workflows. While Kount 360 provides a set of default roles, Custom Roles offer granular control, allowing you to combine permissions from multiple solutions or entitlements into a single user profile.
Note
This feature requires the Custom Roles entitlement. If you do not see these options, contact your Customer Success Manager.
Organization owners can create new roles to fit specific operational needs. These roles are visible and assignable only within your organization.
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Sign in to Kount 360.
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Select Admin, then User Management.
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Select Roles, then Create Role.
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In Role Title, enter a unique name.
Create Custom Role displays with Details selected.
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In Role Description, enter a brief explanation of the role.
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Select Next or Permissions, then select all permissions required for this role.
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Select Submit.
The custom role is created and displays in Roles. You can now assign users to this role.
Organization owners can update the name, description, permissions, and users for any custom role created in their organization.
Note
You cannot edit default roles provided by Equifax.
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Sign in to Kount 360.
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Select Admin, and then User Management.
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Select Roles.
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Find a custom role to edit, and then select View Details.
Note
Custom roles are designated with a Custom label.
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Select View Details for the custom role.
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Edit Details (Role Title or Role Description), Permissions, or Users.
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Select Save Changes.
To delete a custom role:
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Sign in to Kount 360.
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Select Admin, and then User Management.
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Select Roles.
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Find a custom role to edit, and then select View Details.
Note
Custom roles are designated with a Custom label.
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Select View Details for the custom role.
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Select Delete Role.
A confirmation prompt displays.
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Confirm role deletion by selecting Yes, Delete Role.
The custom role is deleted and removed from the Roles section. Users assigned to that role no longer have the associated permissions.
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