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Creating roles

Create a new role​

Admins can create any number of roles to represent the positions and responsibilities in your organisation.

To start creating a role, open the Permissions dashboard card and select Create role.

The Permissions dashboard card

The group creation process​

The key steps of this process will appear in the left panel:

Fields marked with an asterisk * require a value to continue.

1 Enter role details​

This is a required step. Supply a distinct Name for the new role.

Select Next to choose the next step.

The first step of the Role Creation process

2 Groups​

This is an optional step. Select the Groups that the new role will inherit permissions from. If you're unsure, these can be added or removed later by editing the role.

All roles should be assigned to the Core Viewers group. For other recommendations for basic use, see System groups.

Select Next to choose the next step.

The second step of the Role Creation process

3 Users​

This is an optional step. Select the Users that will inherit the combined permissions from the new role. If you're unsure, these can be added or removed later by editing the role.

Select Next to choose the next step.

The third step of the Role Creation process

Finish the process​

After completing the relevant steps for your role, select Create to finish.

The completed steps of the Role Creation process

A notification will indicate whether the role was created successfully or an error occurred.