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Version: 3.1

Edit or clone a role

Overview​

This flow describes how to change a custom role in Care. It also describes how to clone a role.

Care includes system roles, such as Doctor. You cannot change a system role. Clone the system role, then adjust the permissions of the copy. The original role stays the same for all other users.

Pre-requisites​

  • You are a super administrator in Care.
  • The role that you want to change or clone is in the roles list.

Permissions​

Care does not control role management with a permission. Only a super administrator can edit or clone a role.

Steps​

1. Open the roles list​

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

Care shows each role as a card. A system role shows a System badge and a lock icon.

2. Open the role menu​

Click the menu icon on the role card. The menu shows Edit and Clone.

Note: The menu of a system role shows only Clone. You cannot change the name, description, contexts, or permissions of a system role.

3. Edit a custom role​

  1. Select Edit on the card of a custom role.
  2. Care opens the role form with the current values.
  3. Change the Name, Description, Contexts, or Permissions.
  4. Click Update Role.

To close the form without a change, click Cancel.

ComponentWhat it captures
NameThe name of the role.
DescriptionThe purpose of the role.
ContextsThe levels at which the role applies.
PermissionsThe actions that the role allows.

4. Clone a role​

  1. Select Clone on the card of any role. You can clone a system role.
  2. Care opens the role form with the contexts and the permissions of the original role.
  3. Care sets the name to "{original name} (Copy)".
  4. Change the name and the permissions of the new role.
  5. Click Create Role.

Expected Outcome​

  • Care saves your changes to the custom role.
  • After a clone, Care adds a new custom role to the roles list. You can edit that role.
  • The original role keeps its name, contexts, and permissions.

Concepts:

Flows: