Understanding Roles

Overview

Roles define a set of permissions and responsibilities assigned to users or groups within an organization. By grouping permissions into roles, you simplify access management, improve security, and streamline onboarding.

Common Role Types

Role	Description	Typical Permissions
Administrator	Full access to all system features.	Manage users, configure settings, view/review logs.
Editor	Can create and modify content.	Create, edit, publish, delete content.
Viewer	Read‑only access.	View content and reports.
Guest	Limited access for external stakeholders.	Access specific shared resources.

Managing Roles

Roles can be managed through the Roles Management interface. Key actions include:

Creating new roles
Assigning permissions
Mapping users to roles
Auditing role changes

Best Practices

Adopt the principle of least privilege.
Use role hierarchies to reduce duplication.
Review role assignments quarterly.
Document the purpose and scope of each role.

Frequently Asked Questions

How do I create a new role? ▼

Navigate to Roles Management, click “Add Role”, fill in the details, assign permissions, and save.

Can a user have multiple roles? ▼

Yes. Assigning multiple roles aggregates all permissions from each role.

What happens when I delete a role? ▼

Deleting a role removes it from all users. Permissions granted solely by that role are revoked. Consider reassigning users before deletion.

How can I audit role changes? ▼

Use the Audit Log to filter events by “Role Updated” or “Role Assigned”.