Step 2: Create Roles

Understanding roles

Roles are reusable permission sets that define what users can do in your system. Instead of assigning permissions individually, assign users to roles for easier management.

Steps

1. Open the Roles page
2. Click "Create Role"
3. Enter role details:
   • Name: Document Editor
   • Description: Can read and write documents
4. Add permissions using the Permission Builder:
   • document:read
   • document:write
5. Save the role