Roles group one or more policies together and can be assigned to users. A role determines what actions a user can perform across the system.

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Create

1

Navigate to Roles

Click Roles in the left sidebar.
2

Click Add Role

Click the Add Role button in the top-right toolbar.
3

Configure the role

4

Save

Click Save. The role appears in the role list.

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Read

Open Roles in the left sidebar to view all roles. Each role shows:
  • Name
  • Policies: a preview of the attached policies
  • Organizations: the scoped organizations
Click any role to open its detail page and see full policy and organization assignments.

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Update

1

Select a role

Click a role from the list to open its detail page.
2

Click Edit

Click the Edit button to make the role editable.
3

Modify fields

Update the name, add or remove policies, or change the organization assignments.
4

Save

Click Save to apply changes.

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Delete

1

Open role detail

Click the role from the list.
2

Click Delete

Click the Delete button in the top-right toolbar.
3

Confirm

Click Delete in the confirmation dialog.
Deleting a role removes it from all users assigned to it. Those users will lose the permissions granted by this role.

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Predefined Roles

When your organization is created, the following predefined roles are set up automatically: These predefined roles are linked to policies marked with predefined: true and cannot be modified through the standard role edit flow.
You need the appropriate role permissions (Create, Read, Update, Delete) to manage roles.