For the complete documentation index, see llms.txt. This page is also available as Markdown.
Cortex XSIAMCortex XDR 5.xCortex XDR 3.xCortex CloudCortex Cloud RuntimeCortex Cloud PostureCortex AgentiXCortex Data SecurityCortex XSOAR 8 (SaaS)Cortex XSOAR 8.x (On-premCortex Xpanse

Roles management

Configure roles in the Cortex tenant or Cortex Gateway.

You can assign the following permissions to various components in Cortex:

Permission

Description

None

No access to the specified component.

View

View, but not edit the specified component.

View/Edit

View and edit the specified component.

Next steps

Create roles or customize existing roles (recommended) in Cortex Gateway or the Cortex tenant.

Before you start creating or customizing roles, do the following:

  • Decide where you want to create roles (Cortex Gateway, the tenant, or both).

    Any roles and user groups created in Cortex Gateway are available for all tenants. In the Cortex tenant, all roles created in the tenant are specific to the tenant. Advanced settings such as default dashboards/queries and shifts can only be defined at the tenant level. Only user groups created on the tenant can be mapped to SAML groups when using SAML SSO.

  • Decide whether you want to assign roles to users directly or through membership in user groups (recommended) in Cortex Gateway or the Cortex tenant.

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