Manage Roles

When your organization purchases Cortex XDR, the Account Administrator can use the Palo Alto Networks Cortex hub to assign roles to other members that have accounts in the Customer Support Portal.
To activate Cortex XDR apps, you must be assigned either the Account Administrator or App Administrator role for each Cortex XDR app, Cortex Data Lake, and Traps. If you only need to manage a specific instance of an app, you must be assigned the Instance Administrator role.
Account Administrators (or users that are assigned the App Administrator for the relevant app) can take the following steps to assign the roles to account members:
  1. If necessary, add a new Customer Support Portal user.
    To be eligible for role assignment in Cortex hub, the user must have an account in the Customer Support Portal ( https://support.paloaltonetworks.com/) and be assigned any of the following Customer Support Portal roles: Super User, Standard User, or Limited User. Skip this step if the user already has a Customer Support Portal account with an appropriate role.
  2. Manage the level of access for a Cortex user.
    1. Log in to the Cortex hub and select gear.png Manage Roles.
    2. Use the sidebar to filter users as needed or the search field to search for users.
    3. Select one or more users and then Assign Roles.
    4. For each app, select either the App Administrator role to provide full access to All Instances or Instance Administrator to provide access only for specific app instances.
      If you assign the user the Account Administrator role, then you cannot assign the user any other more granular role. To assign granular roles, Remove Account Administrator role, then assign the desired granular ROLE for All Instances of an app or for a specific app instance.
    5. Save and then click Yes to confirm the assignment, and you're done.

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