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Role Identification
Section titled “Role Identification”Before you configure permissions, define the role’s identity on the role form (Admin Portal → Other → Roles).
| Field | Required? | Description |
|---|---|---|
| Name | Yes | Unique title for the role (for example Senior Technician, Procurement Officer). This label appears in pickers when administrators assign a role to users. |
| Description | No | Short summary of what the role is for—helpful for admins who maintain many profiles and need to distinguish similar names. |
After you save the identity, open the permission matrix for that role and enable the rights you need; see the permission reference. For where these fields appear in the product, see Add a role and Change a role.