Add and Manage Roles
A crucial function in DBL is your ability to manage, add, and edit roles for your organizations. You can access this from the ‘Roles’ tab in the organization you wish to access.
From your dashboard, click ‘My account’ in the top right corner to then click on ‘My organizations’.
This takes you to the ‘My organizations’ page. Then, click on the ‘View’ button next to the organization you want to access.
Finally, click on the ‘Roles’ tab to access the roles information.
Pending Requests
Any pending requests from organizations to manage their account, content, or licenses will show up here. You have the option to either deny or accept these requests.
Direct Managers
This section contains information about individual users, delegate organizations, and pending organization invitations.
- Individual users are users who help to manage your organization. These could be active users or users with a pending invite. Each user profile will also contain their email address and their specific role. To better understand roles, click here.
- Delegate organizations are organizations with approved managers who help manage your organization. This section also shows the organization’s location and the manager roles it fulfills on behalf of your organization. See the article titled, How to Delegate Access, for more details.
- Pending organization invitations shows the organizations that have not yet accepted your invitation to become a trusted delegate organization. This also shows the location of the organization and the manager roles you’ve invited them to fulfill.
Organizations you support
This section shows the organizations you help manage, their location, and your specific role for that organization.
Access tokens
Access tokens are tokens that allow you to connect your organization with other software, e.g. automation scripts, business intelligence (BI) tools, and custom Web applications. Access tokens can be viewed, generated, and edited here. Read more about access tokens in this article.
