How to Assign Roles

When you first onboard onto Material, we'll help you set up a Super Admin. That Super Admin can then enroll other super admins and assign roles.

• We highly recommend you assign at least two super admins to cover absences, company departures, etc.
• Avoid assigning super admin to an account that is not part of your corporate domain.

Assign your team members roles after their account syncs during your initial deployment (see 1: Connect & Sync).

If you just connected your email tenants, you may need to wait at least 30 minutes to see accounts synced.

Assign a role to an individual account

1. From the left navigation, expand Explorer then click Accounts.
2. Click an account row to reveal the bottom toolbar:

1. From the bottom toolbar, click Edit Roles.
2. Check the role(s) you want to assign to this account. Note, tenant roles can only be assigned to one tenant. If a user needs those permissions on multiple tenants, then consider a Global role. See Role Types for more information.
3. Click Save.

You can also assign Admin permissions to an entire group, then add accounts to the group to inherit those roles.

Assign a role to a group

1. From the left navigation, expand Explorer then click Groups.
2. Click a group row to reveal the bottom toolbar.

1. From the bottom toolbar, click Edit Roles.
2. Check the role(s) you want to assign to this group. Note, tenant roles can only be assigned to one tenant. If a user needs those permissions on multiple tenants then consider a Global role. See Role Types for more information.
3. Click Save.

Tenant Role + Global Role = Global permissions

If an account has both a Global role and any Tenant role(s), tenant-level permissions are elevated to a global scope, effectively giving the user global access on that account.

Group roles supersede account roles. If an account is part of a group with a Global role, even if their account is only assigned tenant roles, the same logic applies and that account has global access for any permissions in the roles it is assigned.

Learn more here.