RallyBound now allows organizations to manage different security roles across an organization, groups, and campaigns. 


To edit an administrator security role in the Administrator interface, (only applicable to administrators with full permissions to the Entire Org) please follow these steps:

  1. Log into your admin account at admin.rallybound.com
  2. Navigate to the Administrators panel in the header
  3. Navigate to Security Roles tab, click on the security role from the list.
  4. If the role has overall View/Edit/Delete permission type on all available permissions categories, then change your dropdown selections.
  5. Otherwise, expand Permissions tree which displays all available permission categories.
  6. For each permission category, update the permission type (Can View, Can Edit, Can Delete). If you want to remove any permissions for a certain category/categories, select it as None.
  7. Once done, click Save button in the top right of the permission window.


To edit an administrator security role for each campaign or group of campaigns, please follow these steps:

  1. Log into your admin account at admin.rallybound.com
  2. Navigate to the desired group or campaign
  3. Click the administrator icon in the gray sub-header
  4. In the ensuing lightbox, locate the desired administrator
  5. If the role has overall View/Edit/Delete permission type on all available permissions categories, then change your dropdown selections.
  6. Otherwise, expand Permissions tree which displays all available permission categories.
  7. For each permission category, update the permission type (Can View, Can Edit, Can Delete). If you want to remove any permissions for a certain category/categories, select it as None.
  8. Once done, click Save button in the top right of the permission window.


The permission role will be updated for all administrators it was assigned to.