Roles

Learn how to create, edit and archive a role.

A role is a set of permissions that can be granted to groups. These permissions can change depending on which environment the user is in: test or production.

The Roles page

The Roles page shows you a table with active roles in your realm.

This table shows the role name and description, as well as buttons to view, edit, and archive them.

Actions

How to create a role

To create a role:

  1. Click on the Create button, in the upper right corner.

  2. Fill in the name and description of the role.

  3. Click on the dots under the columns Create, Read, Update, Delete, and Specific to activate or deactivate a permission for the service described in each row. Activated permissions are represented by green checkboxes.

  4. Click on Save.

How to view or edit a role

To view a role:

  1. Search the table for the role you want to edit, or use the search bar.

  2. Click on the pencil or eye icon in the Actions column.

To edit a role:

  1. Make the desired changes to the role.

  2. Click on Save.

System roles cannot be edited, and can be viewed under the eye icon.

How to duplicate a role

To duplicate a role:

  1. Search the table for the role you want to duplicate or use the search bar.

  2. Click on the pencil or eye icon in the Actions column.

  3. Click on Duplicate role.

  4. Make the desired changes to the new role.

  5. Click on Save.

How to archive a role

When you archive a role, the permissions granted by that role become inactive.

To archive a role:

  1. Search the table for the role you want to archive or use the search bar.

  2. Click on the box icon in the Actions column.

  3. Write a note describing the reason for archiving that role.

  4. Click on Confirm.

System roles cannot be archived, just the ones created by users.

System roles

Besides creating your own roles, you can also use Digibee’s predefined system roles. You can’t edit or delete system roles, but you can duplicate them and edit their replicas.

Below, you can see all current existing system roles and their respective permissions:

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