3: Assign Additional Roles (Optional)

Any account that needs to work directly in Material (investigating, configuring integrations, etc.) is known as a Material admin.

Assign a Material role to each Material Admin. No Material admin roles are inherited from your email provider.

There are 15 roles available, described in Role Descriptions. For deployment, we recommend that you assign one additional Super Admin if possible, in case of account lockout. After deployment, review the Admin Roles guide to assign other roles as needed.

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.

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