SettingsRoles
Creating a role
OverviewThis article explains when to use creating a role, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when you are adding something new
Overview
This article explains when to use creating a role, what the focused step is designed to achieve, and what to review before confirming the action.
When to use this
Use this article when you are adding something new and want a clearer explanation of the fields and decisions on the create flow.
How it fits into the flow
Creating a role sits within Settings / Roles. It is designed to work alongside related articles such as Editing role permissions, Roles list, so users can move through the workflow without relying on one giant reference page.
Main actions
- Review the context shown in the dialog so you are acting on the correct record or selection.
- Choose the options that control how the action should run before you confirm it.
- Finish the action and then check the parent screen for the result or any follow-up work.
- Common on-screen actions include Create Role, Cancel, Update Role.
Important fields
- Role Name: Use lowercase letters, numbers, underscores, or hyphens only.
- Role Name: Look for input such as “e.g., manager, editor”.
- Validation: Name: Required. Text value. Maximum 255 characters. Follow the required format. Must be unique.
- Validation: Permissions: Optional. One or more values can be supplied.