Overview
Steps
Click the user avatar → select Manage Workspace.
Navigate to Organizations → select your organization.
Open Access Management → Roles.
Click Create Role and provide a role name and description.
Attach one or more Permission Sets to the role.
Save the role.
Managing Roles
View all roles defined in the organization.
Edit role details or update attached Permission Sets.
Assign roles to User Groups.
Review where a role is currently assigned.
Disable or update roles without changing underlying Permission Sets.
Changes to a role automatically affect all users and groups that inherit it.
Best Practices
Design roles around job functions, not individuals.
Keep roles lightweight by reusing Permission Sets.
Avoid frequent edits to roles that are widely assigned.
Use clear, descriptive role names aligned with responsibilities.
Periodically review roles to ensure continued relevance.