Viewing Roles
To access the Roles page:
Click Settings in the main navigation
Select Roles from the Settings menu
[Screenshot 7: Roles Permissions Matrix - Table showing Feature/Permission column on the left, and role columns across the top including Administrator, TestRole-NoPower, Translate Only, Testing, Account Manager-drafter, and Senior Account Manager-reviewer. Shows permission counts like "4/4" for Clients and checkmarks indicating granted permissions. Includes "Expand All" and "Create Role" buttons]
The Roles page displays a permissions matrix showing:
All available roles across the top
Feature categories and permissions down the left side
User count for each role
Permission indicators (checkmarks show granted permissions)
Understanding the Permissions Matrix
The matrix is organised into feature categories:
Role Actions:
View basic role information
Clients:
View client information
Create new clients
Edit client details
Delete clients
[Screenshot 8: Expanded Roles Matrix - Shows the Clients section expanded with individual permissions (View, Create, Edit, Delete) listed as rows, with checkmarks showing which roles have each permission. Also shows expanded Translations and Settings sections below]
Translations:
Full translation permissions (4/4)
Or limited/no access (0/4)
Settings:
Access to users, roles, groups, and custom metadata management
Creating a New Role
Click Create Role in the top-right corner
Configure the role name
Select permissions by checking boxes in each category
Click Save to create the role
[Screenshot 10: Create Role Modal - Shows "Untitled Role" at top with rows for different permissions organised by category (Testing, Account Manager-drafter, Senior Account Manager-reviewer visible). Checkboxes for granting permissions, with Cancel and Save buttons at bottom]
Editing Existing Roles
Click the Edit button on the role you want to modify
Update the role name or permissions as needed
Click Save to apply changes
Note: The role permission count (e.g., "2/4" for Clients) indicates how many of the available permissions are granted.
Deleting Roles
Click Edit on the role you want to delete
Click the Delete button at the bottom of the edit modal
Confirm the deletion
[Screenshot 9: Delete Role Modal - Shows "TestRole - NoPower" with Delete button highlighted, and Cancel/Save buttons visible]
Important: You cannot delete a role that is currently assigned to users. Remove all user assignments first.