# Assign Role(s) to an Account

Role assignments are managed centrally in **iX Admin** (<https://admin.ixplatform.ai/>). When a user accesses a Customer v2 endpoint, their iX Admin roles are retrieved and translated into application-specific permissions, which control access and UI behavior.

### Changing Account Role(s) <a href="#roles" id="roles"></a>

In order to make role assignments to accounts for your organization, you need special type of permission - **Organization Admin**. Once you have such permissions for your organization, follow the steps:

1. **Log In to iX Admin** (<https://admin.ixplatform.ai/>)\
   Access your **iX Admin** account.
2. **Search for a User Record**\
   Use the search bar to find a user record.
3. **Select User**\
   Click on your user entry to open the details page.
4. **Open Role Management**\
   In the left panel, click on **"Manage Roles."**
5. **Update Roles**\
   Use the dropdown to add or remove roles as needed.
6. **Save Changes**\
   Click **"Save"** in the bottom-right corner to confirm changes.

<figure><img src="https://4187494610-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FFe4cpY1jy0FJ4kgC7wSx%2Fuploads%2FWu9qCI3EpsQpORBBKBbO%2Fimage.png?alt=media&#x26;token=3819792c-fc26-4935-9590-faf49b2a14b1" alt=""><figcaption></figcaption></figure>

### Roles <a href="#roles" id="roles"></a>

<table data-header-hidden><thead><tr><th width="214"></th><th></th></tr></thead><tbody><tr><td><strong>Role</strong></td><td><strong>Description</strong></td></tr><tr><td><strong>Flow Viewer</strong></td><td><p>Role for viewing the existing configurations in the system.</p><p>View flow list and flow details.</p><p>View configuration and run history (if available).</p><p>Cannot create, edit, publish, or delete flows.</p></td></tr><tr><td><strong>Flow Editor</strong></td><td><p>Role for creating and editing the flows and configuring the integrations.</p><p>Create new flows.</p><p>Edit flow steps/configurations.</p><p>Save changes / update drafts.</p><p>May not be allowed to publish to production without Flow Publisher.</p></td></tr><tr><td><strong>Flow Publisher</strong></td><td><p>Role for configuring channels and publishing the existing flows.</p><p>Publish flows (or promote from draft to live, depending on your model).</p><p>Approve and release changes to wider users/environments.</p><p>Often used to separate “who can edit” from “who can release”.</p></td></tr><tr><td><strong>Report Viewer</strong></td><td><p>Role for viewing the iX Hello Customer v2 specific reporting.</p><p>View dashboards/reports related to flows/usage/outcomes (based on availability)</p><p>Export or filter reports (if supported)</p><p>No ability to change flows or integrations</p></td></tr><tr><td><strong>Integrations Admin</strong></td><td><p>Role for managing integrations.</p><p>Create/configure/manage/integrations/connectors</p><p>Update integration settings (tokens, endpoints, permissions).</p><p>Troubleshoot or validate integration connectivity (as supported).</p></td></tr></tbody></table>