Create an IT custom role in Lattice for integrations and single sign-on (SSO)
Integration custom role owners have admin-like permissions for integrations and single sign-on (SSO). Generally, custom role owners are employees within the company's IT team.
Learn how to configure custom role admin permissions in Set Custom Role Admin Permissions.
Configure an integrations custom role
Navigate to Admin > Settings > People > Permissions.
Select Create custom role.
Under Role Assignment, enter the custom role's Role name and Role description.
Add the Role members that will be given the additional permissions:
Create a new group or select an existing group
Add individual employees
Select Continue.
Under Company-wide Permissions, navigate to People and select Manage integrations, SSO, and API data.
Finish configuring the role.
Company-wide permissions
The Company-wide permission allows custom role owners to manage Integrations, SSO, and API data for all users.
Permissions include:
Custom role owner view
The custom role owner will have an admin page they can access by clicking Switch to admin. Within the admin page, they will only see the Platform section.