# Role Management

<div id="bkmrk-created-by-dennis-un"><div class="aui-page-panel" id="bkmrk-created-by-dennis-un-1"><div id="bkmrk--2"><div id="bkmrk--3"> </div> </div><div class="view" id="bkmrk-created-by-dennis-un-2"><div class="page-metadata"> Created by <span class="author"> Dennis Underwood</span>, last modified by <span class="editor"> Mark Weideman</span> on Feb 12, 2025 </div><div class="wiki-content group" id="bkmrk-%2F%2A%3C%21%5Bcdata%5B%2A%2F-div.rb"><div class="toc-macro rbtoc1779133411482">- [Creating a Role](#bkmrk-creating-a-role)
- [Assigning Roles to Users](#bkmrk-assigning-roles-to-u)
- [Deleting a Role from a Group](#bkmrk-deleting-a-role-from)
- [Editing a Role’s Permissions](#RoleManagement-EditingaRole%E2%80%99sPermissions)

</div>By default, there are three built-in roles:

- Guest has no permissions.
- Read Only grants read only permissions to tailored behaviors, silent responses, and partner deals.
- Admin gives full read and write access to all portions of the web application.

# Creating a Role

Custom roles may be created with granular control.

Find the Create New Role button under the Administration → Roles section of the web application.

<span class="confluence-embedded-file-wrapper image-center-wrapper confluence-embedded-manual-size">![85032971.png?width=680](/attachments/167)</span>After clicking on the Create Role button, enter the Role Name, select the Group to add the Role to, and select the permissions associated with the Role.

<span class="confluence-embedded-file-wrapper image-center-wrapper confluence-embedded-manual-size">![85557251.png?width=680](/attachments/174)</span># Assigning Roles to Users

On the Roles Page, each row on the grid represents a user inside a group and their assigned roles inside that group. To assign a role to a user inside a group, or remove a role from a user, click the toggle inside the column for the desired role.

<span class="confluence-embedded-file-wrapper image-center-wrapper confluence-embedded-manual-size">![85164051.png?width=680](/attachments/169)</span>When a role is assigned to a user, the toggle will be flipped to the right and will look like:

<span class="confluence-embedded-file-wrapper image-center-wrapper confluence-embedded-manual-size">![85196841.png?width=680](/attachments/171)</span># Deleting a Role from a Group

On the Roles Page, each row on the grid represents a user inside a group and their assigned roles inside that group. To delete a role inside a group, find the desired role (represented by a column) for the group you are deleting it from, and click the trash icon inside the cell. Note that default roles cannot be deleted.

<span class="confluence-embedded-file-wrapper image-center-wrapper confluence-embedded-manual-size">![85393426.png?width=680](/attachments/172)</span># Editing a Role’s Permissions

On the Roles Page, each row on the grid represents a user inside a group and their assigned roles inside that group. To edit a role’s permissions for a group, find the desired role (represented by a column) for the group you are editing it for, and click the edit icon inside the cell. This will popup the Edit Role modal and show the current permissions associated with the role, which you are able to change. Note that default roles cannot be edited.

<span class="confluence-embedded-file-wrapper image-center-wrapper confluence-embedded-manual-size">![85426206.png?width=680](/attachments/173)</span><span class="confluence-embedded-file-wrapper image-center-wrapper">![embedded-image-ftvepdd6.png](https://knowledgebase.cybercrucible.com/uploads/images/gallery/2026-05/embedded-image-ftvepdd6.png)</span></div> </div> </div><div id="bkmrk--4"> </div></div>