Understanding Roles
Roles define what a user can do within the system. They combine basic System Permissions with create, read, update, and delete permissions for specific Entities.
Managing Roles
Roles can be created and managed via the User Management screen:
- Open the User Management screen using the menu item.
- Select the Roles tab in the user management table. Here, you’ll see a list of all Roles available in the current tenant.
Creating a new Role
To create a new Role:
- Click the Add Role button at the bottom of the table.
- Fill in the required Role details.
- Add System Permissions only if necessary:
- System Permissions are typically combined with the four standard system roles.
- They provide access to specialized areas of the platform.
- You need specialised permissions to access this area of the platform.
Manage an existing Role
To edit an existing Role:
- From the list of Roles, select the navigation icon to the left of the Role you want to modify.
- Make the necessary changes. All updates are saved automatically.
Using a Role
Roles can only be assigned to Groups. To use Roles effectively, ensure you have the correct Groups set up in your tenant. For more information, check out our guide on Creating and Managing Groups.
Deleting a Role
To delete a role:
- Navigate to the User Management screen and select the Roles tab.
- Use the checkboxes to select one or more roles.
- Click the kebab menu to reveal options, then select the trash icon.
- Confirm the action to delete the selected role(s).
This ensures that unused or outdated roles can be efficiently removed from the system.