How to Create a Role

Roles in a workspace help define permissions and access levels for different users. Assigning roles allows you to control who can perform specific actions within the workspace, ensuring a tailored and secure work environment. Whether it’s granting admin privileges, restricting access, or defining custom roles, Brinkee’s role management system is designed to meet the diverse needs of your organization.

Instructions

Follow these step-by-step instructions to add a new role to a Brinkee workspace:

1. Access User Management

• Click on the dropdown menu labeled “User Management” in the main navigation bar.

2. Navigate to Roles

• Within the User Management section, locate and click on the “Roles” option. This will take you to the Roles management page.

3. Create a New Record

• On the Roles management page, find and click on the “New Record” button. This action will initiate the process of adding a new role.

4. Fill Out the Required Fields

To successfully create a new role, you must provide the following information:

• Name of Role: Enter a descriptive name for the role.

• Description: Provide a brief description that outlines the role’s purpose and responsibilities.

• Active (Toggle to Enable/Disable): Toggle the switch to enable or disable the role as needed.

• Choose the Parent Group if Applicable: If the role is part of a specific group, select the appropriate parent group from the available options.

5. Click “Create”

• Once you have filled out all the necessary fields, click the “Create” button to finalize the process. Your new role is now added to the workspace.