What this page is for
Here you create a new role or change an existing one: its name, a short description, and the permissions it includes. Permissions are grouped by area (for example People and access, Settings).
Who can use it
- Anyone with View roles and permissions can open the page and read the permissions (the boxes are greyed out).
- Create, edit and delete roles is needed to save changes (by default Admin).
How to create or change a role
- Enter a clear Role name, such as "Night manager".
- Add a short description so others know when to use it.
- Tick each permission the role should have, and untick the others.
- Select Save. Everyone with this role gets the new permissions the next time they open a page.
How to delete a role
Only roles you created can be deleted, and only when nobody has them. Move people to another role first, then select Delete this role.
Fields and columns
| Field | What to enter | Rules |
|---|---|---|
| Role name | The name people see | Required, up to 100 characters, unique in your organisation. |
| Description | When to use this role | Optional, up to 255 characters. |
| Permissions | What the role allows | Each shows its plain name and its technical key, such as people.user.view. |
Statuses and automation
- Changes take effect immediately for everyone with the role.
- The change history records the permission list before and after every change.
- When new modules are switched on, default roles receive the new permissions they should have. Roles you create never receive permissions automatically.
Settings that change this page
The permission list grows as modules are switched on.
FAQs
What does "View" versus "Manage" mean? View permissions let people see information. Create, edit, delete and manage permissions let them change it.
Should I edit a default role or copy it? Copy it if only some people need the change. Edit it if everyone with that role should get the change.
Troubleshooting
| Problem | What to do |
|---|---|
| "Another role already has this name." | Choose a different name. |
| "Default roles can't be deleted." | Change its permissions instead. |
| "Move everyone to another role before deleting this one." | Change the role of each person who has it on their user page, then delete. |