Training Create a Role

Training: Create a Role

What you'll learn: how to create a role in an application — the first step before inviting users. You need: Administrator access type, any application. Time: 3 minutes.

Before you start

A brand-new application has no roles, and you can't invite users until at least one exists. Roles do two jobs: they carry permissions (through attached policy groups) and they define the left menu users see.

Steps

1. Go to Left menu → Access Control → Roles. (Can't see it? Type "Roles" in the header Search.)
2. Click + in the toolbar. The Create a new Role dialog opens.
3. Type the role Name (e.g. Operator). The role Id is generated from it.
4. (Optional) Pick a Home Screen — the screen users with this role land on at login.
5. Type a Description.
6. Click the orange +. A toast confirms "Role created successfully."

Check your work

The Roles table shows your role with Attached Users 0 and Attached Policy Groups 0. Click its Name to open the detail page: the DETAILS tab has the Menu builder (what users with this role see in the left menu) and a read-only Effective Permissions view that fills in once you attach policy groups.

Try it yourself

Create a role named TRAINING <yourname>, give it a description, then delete it with the trash icon from its detail page.

Related training

Training: Grant Permissions with Policies · Training: Invite a User to an Application