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How to add a new role for supplier

Goal​

Create a new role with specific permissions that can be assigned to users to control their access to different features within the system.

Definition​

A role in RBAC is a named collection of permissions that represents a job function or responsibility within an organization. Roles are assigned to users (or groups) to grant access to resources and actions.

Core characteristics​

  • Named collection of permissions

    • A role groups related permissions
    • Permissions define what actions can be performed on which resources

  • Represents job function or responsibility

    • Roles map to business functions (e.g., "Booking Advisor", "Fleet Manager")
    • Not tied to specific individuals

  • Assigned to users

    • Users are assigned one or more roles
    • Users inherit permissions from their assigned roles

  • Follows least privilege

    • Roles contain only the minimum permissions needed for the function
    • Users get only what they need

Common role types​

  • Functional roles: Based on job function ("Booking Advisor", "Fleet Manager")
  • Project roles: Temporary roles for specific projects
  • Privileged roles: Administrative roles with elevated permissions

Benefits of role-based access​

  • Simplified management: Assign roles instead of individual permissions
  • Consistency: Same role = same permissions across users
  • Scalability: Easy to add users by assigning roles
  • Auditability: Clear view of who has what access
  • Compliance: Easier to demonstrate access controls

In summary, a role is a reusable set of permissions that represents a job function, assigned to users to grant appropriate access to resources.

  • Edit Role Permissions (link when published)
  • Assign Role to User (link when published)
  • From the left navigation menu, expand Settings by clicking on it
  • Select Administration from the Settings submenu

Settings menu with Administration option

  • The Administration page displays with several administrative options

Administration page highlighting Roles section

Access Roles Management​

  • On the Administration page, locate the Roles section
  • The Roles section displays:
    • Title: "Roles"
    • Description: "Create and maintain roles"
  • Click the VIEW > button on the right side of the Roles section

Administration page with Roles option

View Roles List​

  • The Roles page opens, displaying a list of existing roles
  • The Roles page shows:
    • A Create New Role button in the top right corner
    • A table listing existing roles with columns for "Name" and "Comment"
    • Action icons (edit and view) for each role

Roles page showing existing roles list

Create New Role​

  • Click the Create New Role button in the top right corner of the Roles page
  • "Add Role" drawer opens on the right side

Add Role modal with Name and Comment fields

Fill in Role Details​

  • In the "Add Role" drawer, enter the following information:
    • Name: Enter a name for the role
    • Comment: Enter an optional description explaining the purpose of this role

Add Role modal with filled fields ready to save

Role Naming Best Practices
  • Use clear, descriptive names that indicate the role's purpose
  • Avoid special characters or spaces where possible
  • Consider using underscores for multi-word names (e.g., "Booking_Manager")

Save the Role​

  • Click the Save button to create the role
  • The drawer closes and the new role appears in the roles list
Cancel Option

To cancel the role creation, click the Cancel button or the X icon in the top right corner of the drawer. Any entered information will be discarded.

Verify Role Creation​

  • After saving, the new role appears in the roles list table
  • Verify that:
    • The role name appears correctly in the "Name" column
    • The comment (if provided) appears in the "Comment" column
    • Edit and view action icons are available for the new role

Roles list showing the newly added role

View Role Details​

  • Click the > icon (View Role) next to the newly created role to view its details

Roles list with right arrow icon highlighted

  • The View Role page displays:
    • Role name and comment at the top
    • Permission sections organized by feature area (Dashboard, Enquiry, Settings, etc.)
    • Current permission status for each feature
    • An EDIT button to modify permissions

View Role page showing role details and permissions

Default Permissions

New roles are created with default permissions. The role may need to be edited to configure specific permissions based on requirements.

What Happens Next​

  1. Role Created: The new role is saved in the system and available for assignment
  2. Permission Configuration: The role can be edited to configure specific permissions
  3. User Assignment: The role can be assigned to users during user creation or user profile updates
  4. Access Control: Users assigned to this role will have access based on the configured permissions

Troubleshooting​

Create New Role button not visible​

Problem: The "Create New Role" button is not displayed on the Roles page.

Solutions:

  • Verify the account has administrator permissions
  • Check that the logged-in account has role management access
  • Refresh the page and try again
  • Contact the system administrator if the issue persists

Role name already exists​

Problem: An error message appears indicating the role name already exists.

Solutions:

  • Choose a different, unique name for the role
  • Check the existing roles list to see what names are already in use
  • Consider adding a suffix or prefix to make the name unique (e.g., "Booking_Manager_Branch_A")

Role not appearing in list after save​

Problem: The role was saved but doesn't appear in the roles list.

Solutions:

  • Refresh the page to reload the roles list
  • Edit Role Permissions: Configure specific permissions for the newly created role
  • Assign Role to Users: Assign the role to users who need this level of access
Status: Draft
Category: Protected
Authored By: Arun Kumar on December 03, 2025
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