Role Details
What a role row is telling you, including system and not-assignable badges, permission counts, user counts, and delete conditions.
Read articleRoles help
Help for Roles in Work Planner.
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Editing a Role
How the Edit Role popup behaves for system roles, custom roles, and permission updates.
Read articleCreating a Role
How to use the Create Role popup, name a new role, choose permissions, and avoid reserved or invalid role names.
Read articleRoles Screen
A guide to the Roles screen, including business selection, role rows, system badges, create flow, and edit availability.
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