Role Creation

Custom roles let you model your organization's hierarchy without forcing users into predefined buckets. You can create roles from scratch or clone an existing role as a template.

Who this is for

Admin Executive

Prerequisites

• Tenant Admin or Super Admin role
• Review of Role Management Overview
• Defined permission requirements for the new role

Create a role from scratch

1. Go to Admin > Role Management.
2. Click New Role.
3. Enter a Role Name and optional Description.
4. Select a Base Tier: Standard, Advanced, or Admin.
5. Choose the initial Permissions from the checklist.
6. Click Save.

Clone a role

Cloning copies all permissions and settings from an existing role. This is the fastest way to create variations.

1. Go to Admin > Role Management.
2. Find the role you want to clone.
3. Click the ... menu and select Clone.
4. Enter a new Role Name.
5. Adjust permissions as needed.
6. Click Save.

Clone default roles

Clone default roles such as Analyst or Editor to create department-specific variants without starting from zero.

Permission checklist

When creating a role, you select permissions across these categories:

• User Management: Invite, deactivate, delete
• Role Management: Create, edit, assign
• Configuration: Workflows, fields, branding, notifications
• Security: SSO, MFA, audit logs
• Records: Create, read, update, delete, approve
• Reports: View, export, schedule
• Integrations: Configure, test, disable

Step-by-step: create a department-specific role

1. Click New Role.
2. Name it "Finance Analyst."
3. Clone from the base Analyst role.
4. Add the View Audit Logs permission with scope Own Records Only.
5. Remove the Delete Records permission.
6. Click Save and Assign Users.

Permissions required

Role	Permission	Scope
Super Admin	Create and clone roles	Organization
Tenant Admin	Create and clone roles	Organization
Content Admin	View role details	Organization
Analyst	Cannot create roles	—
Viewer	Cannot create roles	—

Limits and guardrails

Limit Role names must be unique within the tenant.

Limit A role can have up to 200 permissions.

Limit Custom roles cannot exceed the base tier of the creator. Only Super Admin can create roles with Admin tier.

Troubleshooting

Issue: cloned role has unexpected access

Cause: The source role contained hidden group permissions or custom conditions. Resolution: Review the cloned role in Permission Assignment and remove unwanted rules.

Issue: role not visible to assign to users

Cause: The role is saved but not published, or it belongs to a tier higher than the assigning admin. Resolution: Ensure the role status is Active. Confirm the admin's tier supports assigning that role.

Related pages

• Role Management Overview
• Permission Assignment
• User Management
• Permissions

Escalation path

For role creation failures or tier conflicts:

1. Verify your admin tier in My Account > Profile.
2. Check the role creation audit log for error details.
3. File a support ticket with the intended role name and permissions.
4. Escalate to #valuepact-ops if the UI returns a persistent error.