Feedback Report
Roles & Permissions

Creating a Role

Add a new role with its name and description before assigning permissions.

Last updated: October 30, 2026

Roles are created from the Role List. A new role is created with its name and description first, and its permissions are granted afterwards.

How to Create a Role

  1. Open Role List.
  2. Click Add Roles.
  3. Enter the Name.
  4. Enter the Description.
  5. Click Save.

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Role Form Fields

FieldDescriptionRequired
NameRole name, shown in the Role List and when assigning the role✔
DescriptionShort summary of what the role is for✔

After Saving

  • The role is added to the Role List with its creation date.
  • The role is created without permissions. Open Edit Permission to grant access.
  • The role can be enabled or disabled using the toggle in the Action column.

Create the role before granting permissions. The permission tree is opened per role, so the role must exist before any access can be assigned to it.