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Creating a role

  1. Click Add Role
  2. Fill in the form:
FieldDescription
NameRole name (required)
DescriptionBrief description of the role’s purpose
  1. Click Create
After creation, a success screen appears with a quick link to Set up permissions for the new role. You can either configure permissions immediately or return to the roles list.

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Editing a role

  1. Click on the role name or description in the table
  2. Make your changes
  3. Click Save
Or use the gear icon in the Actions column.

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Deleting a role

  1. Click the trash icon in the Actions column
  2. Confirm deletion

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Cannot delete if

ReasonMessage
System role”System roles cannot be deleted”
Your own role”Cannot delete your own role”
Has employees”Cannot delete a role with assigned employees”

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Changing status

Use the toggle in the Status column. A confirmation dialog will appear explaining the consequences of deactivation before the change takes effect. Important: Deactivating a role does not disable permissions for employees who already have it. It only prevents assigning the role to new employees.