How to create a role
Overview
This flow describes how to create a custom role in Care. A role is a named set of permissions that you give to a user inside one boundary.
Pre-requisites
- You are a super user. Care accepts a new role only from a super user.
- You know which actions the role must allow.
- You have the permissions listed below.
Permissions
| Permission | Access |
|---|---|
| Super user | Create a role, change a role, and delete a role. |
Every signed-in user can see the list of roles. Only a super user can change the list.
Steps
1. Open the roles page
Go to Administration. Select RBAC, then select Roles. Care shows one card for each role. Each card shows the contexts of the role and the number of permissions.
2. Start a new role
Select Add Role. Care opens the Add Role panel.
To start from a role that already exists, select the actions menu on that role. Select Clone. Care copies the name, the contexts, and the permissions of that role into the panel.
3. Enter the details of the role
| Components | What it captures |
|---|---|
| Name | The name of the role. The name must be unique. |
| Description | Free text that explains the purpose of the role. |
| Contexts | The boundary types that the role applies in: Facility, Government Organization, or Responsibility. Select at least one. |
4. Select the permissions
Select each permission that the role must hold. To find a permission, enter part of its name in the search box. Select Select All to select every permission in the list. Select Clear to remove your selection.
A role must hold at least one permission. Care shows the count of your selection above the list.
5. Save the role
Select the save action. Care shows the message "Role created successfully", then adds the role to the list.
Expected Outcome
- The new role is in the roles list.
- The role holds the permissions that you selected.
- The role is available when you give a user a role in a matching boundary.
Care marks the roles that it supplies with the System badge. You cannot edit or delete a system role, but you can clone it.
Related
Concepts:
Flows: