Roles control what people can do on the platform. A role is a set of permissions across platform features, and each user is assigned one or more roles that together determine what they can see and change. You manage roles from the Roles page, where you can review how existing roles are configured and create new ones.

Permission Levels

Within a role, each feature is set to one of three levels:

• No access: The feature is hidden from the user.
• View: The user can see the feature but not change it.
• Edit: The user can see and modify the feature.

Reviewing Roles

The Roles page presents a matrix of features against roles, with each cell showing the level that role grants for that feature. This lets you compare what every role can do at a glance. A search field narrows the matrix, and selecting a role opens its detail view, showing its description, its permission for each feature, and the users currently assigned to it.

Some roles are built in and cannot be edited or deleted. Super Admin is one example: it has the least restrictive access, and only Super Admins can assign it. Roles you create are custom roles, which you can edit or delete.

Creating a Role

To create a custom role:

1. Select the add control on the Roles page.

2. Enter a name. A name is required.

3. Enter an operational description.

4. Set the permission level for each feature.

5. Click Create.