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Create Role

Purpose

Create a custom role when the default roles do not match your organization's access model.

Note: This action may require administrator privileges.

Prerequisites

  • You are signed in as a user administrator or system administrator.
  • You can open Admin-tools > Roles.
  • You have permission to create roles.

Before You Begin

Roles are bundles of permissions. Choose the role type carefully:

  • Global Role — grants system-level capabilities, such as user administration.
  • Content Role — grants permissions on content such as departments, folders, or documents.

Create the smallest role that matches the job function. Avoid mixing unrelated permissions into a single role.

Create a Role

  1. Open Admin-tools > Roles.
  2. Click Add Role.
  3. Enter a role name.
  4. Select Global Role or Content Role.
  5. Click Add Role.
  6. Select the permissions the role should grant.
  7. Click Save Permissions.

Example Walkthrough

  1. Use Add Role on the roles list to create the draft role.

    Add Role dialog showing role name and role type choices

  2. After the role is created, confirm its type and status in the roles list.

    Roles list with a custom role row and edit action area highlighted

Expected Result

  • The role appears in the roles list.
  • The role can be opened to view or edit its permission set.
  • The role can be assigned according to its type.