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Creating Roles

Admin Only

This page is only visible to organization administrators.

Roles group resources and users together to simplify permission management.

Creating a Role​

Navigate to Roles under the Admin section in the sidebar.

  1. Click Add Role.
  2. Fill in the form:
    • Name — A unique role name (e.g., "Production DB Access")
    • Description — An optional description of what this role grants access to
  3. Click Create.

The role appears in the roles table. You can now assign resources and users to it.

Roles Table​

ColumnDescription
(Expand)Click to expand and see assigned resources and users
NameRole name
DescriptionRole description
ResourcesNumber of assigned resources
UsersNumber of assigned users
(Delete)Delete the role

Expanded View​

Click a role row to expand it and see two sections:

  • Resources — Lists all resources assigned to this role, with a Remove button for each and an Add resource... dropdown to assign more
  • Users — Lists all users assigned to this role, with a Remove button for each and an Add user... dropdown to assign more

Deleting a Role​

Click the delete button (trash icon) on the role row. This unassigns all users and resources from the role.

warning

Deleting a role removes access for all users assigned to it. Make sure users have alternative access before deleting.

Next Steps​


API Reference: For programmatic access, see Create Role.