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Version: 3.1

Create a role

Overview​

This flow describes how to create a new role in Care. A role groups the permissions that you give to a user.

Pre-requisites​

  • You are a super administrator in Care.

Permissions​

Care does not control role management with a permission. Only a super administrator can create a role.

Steps​

1. Open the Roles screen​

  1. Open the Admin sidebar.
  2. Select RBAC.
  3. Select Roles.

Care shows the list of roles as cards. Use the Search Roles box to find a role by name. Use the filter buttons above the list to show one role context.

FilterWhat it shows
AllEvery role in Care
FacilityRoles for the Facility context
Government OrganizationRoles for the Government Organization context
ResponsibilityRoles for the Responsibility context

2. Open the role form​

Click Add Role. Care opens the role form in a side sheet.

3. Complete the role details​

Enter the role details in the form.

ComponentWhat it captures
NameThe name of the role. This field is mandatory.
DescriptionThe purpose of the role. This field is optional.
ContextsThe contexts where the role applies: Facility, Government Organization, or Responsibility. Select one context or more.
PermissionsThe permissions that the role gives. Select one permission or more.

The Permissions list shows all available permissions. Use the Search permissions box to find a permission by name. Click Select All to select every permission in the list. Click Clear to remove your selection.

4. Save the role​

Click Create Role.

To close the form without a new role, click Cancel.

Expected Outcome​

  • Care shows the message "Role created successfully".
  • Care adds the role to the list of roles.
  • The new role is not a system role. You can edit or clone the role later.

Concepts:

Flows: