Roles

Role Definition

Roles are a collection of permissions used to control users' access levels.

  • By defining a role and assigning it to a user, the corresponding permissions are granted to the user.
  • Roles can inherit from each other in a hierarchical structure.

To configure roles, refer to the roles documentation.

Roles Overview

From the Organization section, go to the Roles section:

Roles: roles

Here, you can view the list of available roles:

Roles: roles list

By clicking on the name of any role, you will be directed to the role details page:

Roles: role details

Creating a Role

To create a new role, click the New Role button:

Roles: create role btn

Then, enter the role name and its description and click Create:

Roles: create role form

After this step, you will be directed to the role details page:

Roles: new role details

However, this role is just an empty role, and you need to add the desired permissions to it. Below, we discuss adding a base role and granting permissions to the created role.

Adding a Base Role to the Current Role

To do this, go to the Base Roles tab and click the Edit Base Roles button:

Roles: assign role to role

Then, select the desired role from the list of base roles:

Roles: add basic role

After confirming and clicking Add Base Role, this role will be added to the organization’s role list.

As you can see, by adding a base role to the current role, the permissions of that base role are also added to the permissions of the current role:

Roles: after add basic role

Assigning Permissions to a Role

To add a permission to the role, click the Grant New Permission button:

Roles: add per to role btn

Then, select the desired permission from the list of available permissions:

Roles: add per to role

After confirming and clicking Grant New Permission, the selected permission will be added to the current role’s permissions:

Roles: after add per to role

Deleting a Role

To delete a role, two methods are provided: through the roles list and the role details page.

Method 1: Roles List

Click the three-dot button next to the desired role and select Delete:

Roles: remove role from list

Then, click Delete to remove the role:

Roles: confirm remove role

Method 2: Role Details Page

By clicking on the role name from the roles list, go to the role details page and click the Delete Role button:

Roles: remove role from details

Then, click Yes, Delete to remove the role:

Roles: confirm remove role details

Editing Role Information

To edit the role’s name and description, click the Edit Role Information button and enter the new information:

Roles: edit role btn

By clicking the Edit button, your changes will be applied:

Roles: edit role info