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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.