{"id":24194,"date":"2024-06-12T13:30:32","date_gmt":"2024-06-12T11:30:32","guid":{"rendered":"https:\/\/docs.prim.io\/add-edit-a-role\/"},"modified":"2024-06-12T13:31:50","modified_gmt":"2024-06-12T11:31:50","slug":"add-edit-a-role","status":"publish","type":"page","link":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/system-settings-and-administration\/system-settings\/role-management\/add-edit-a-role\/","title":{"rendered":"Add \/ edit a role"},"content":{"rendered":" \n

Adding roles is done from Administration > Setup > Roles<\/a><\/p> \n \n

\"\"\/<\/p> \n

On the screen you see Heather (1) and List (2).<\/p> \n \n

In the Header, you see an Add<\/span> button that allows you to add a role.<\/p> \n

Adding a role:<\/p> \n

\"\"\/<\/p> \n

(1) Heir of<\/p> \n

You specify the parent role under which you want to create a new role (where in the role hierarchy the new role is located). Displays all roles entered in a tree structure.<\/p> \n

(2)Role name<\/p> \n

You enter the name of the new role, free text.<\/p> \n

(3)Description<\/p> \n

Enter a description of the role, free text.<\/p> \n

(4)Users<\/p> \n

You specify which users will participate in the role by highlighting a specific user and moving them to the right box using the arrows. Selecting a user is done by double-clicking or using the arrows between the two lists. In the list on the left, you see all users, and in the list on the right, you see the users you have selected for the role.<\/p> \n

(5)History<\/p> \n

Shows all changes by role.<\/p>","protected":false},"excerpt":{"rendered":"

Adding roles is done from Administration > Setup > Roles On the screen you see Heather (1) and List (2). In the Header, you see an Add button that allows you to add a role. Adding a role: (1) Heir of You specify the parent […]<\/p>\n","protected":false},"author":4,"featured_media":0,"parent":24385,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"yoast_head":"\nAdd \/ edit a role - PRIM.IO RESOURCE CENTRE<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/system-settings-and-administration\/system-settings\/role-management\/add-edit-a-role\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Add \/ edit a role - PRIM.IO RESOURCE CENTRE\" \/>\n<meta property=\"og:description\" content=\" Adding roles is done from Administration > Setup > Roles On the screen you see Heather (1) and List (2). In the Header, you see an Add button that allows you to add a role. Adding a role: (1) Heir of You specify the parent […]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/system-settings-and-administration\/system-settings\/role-management\/add-edit-a-role\/\" \/>\n<meta property=\"og:site_name\" content=\"PRIM.IO RESOURCE CENTRE\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/primioerp\" \/>\n<meta property=\"article:modified_time\" content=\"2024-06-12T11:31:50+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/docs.prim.io\/content\/uploads\/2020\/10\/roli-2.jpg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/system-settings-and-administration\/system-settings\/role-management\/add-edit-a-role\/\",\"url\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/system-settings-and-administration\/system-settings\/role-management\/add-edit-a-role\/\",\"name\":\"Add \/ edit a role - PRIM.IO RESOURCE CENTRE\",\"isPartOf\":{\"@id\":\"https:\/\/docs.prim.io\/en\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/system-settings-and-administration\/system-settings\/role-management\/add-edit-a-role\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/system-settings-and-administration\/system-settings\/role-management\/add-edit-a-role\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/docs.prim.io\/content\/uploads\/2020\/10\/roli-2.jpg\",\"datePublished\":\"2024-06-12T11:30:32+00:00\",\"dateModified\":\"2024-06-12T11:31:50+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/system-settings-and-administration\/system-settings\/role-management\/add-edit-a-role\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/system-settings-and-administration\/system-settings\/role-management\/add-edit-a-role\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/system-settings-and-administration\/system-settings\/role-management\/add-edit-a-role\/#primaryimage\",\"url\":\"http:\/\/docs.prim.io\/content\/uploads\/2020\/10\/roli-2.jpg\",\"contentUrl\":\"http:\/\/docs.prim.io\/content\/uploads\/2020\/10\/roli-2.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/system-settings-and-administration\/system-settings\/role-management\/add-edit-a-role\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/docs.prim.io\/en\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Prim.IO Resource Centre\",\"item\":\"https:\/\/docs.prim.io\/en\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"System settings and administration\",\"item\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/system-settings-and-administration\/\"},{\"@type\":\"ListItem\",\"position\":4,\"name\":\"System settings\",\"item\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/system-settings-and-administration\/system-settings\/\"},{\"@type\":\"ListItem\",\"position\":5,\"name\":\"Role Management\",\"item\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/system-settings-and-administration\/system-settings\/role-management\/\"},{\"@type\":\"ListItem\",\"position\":6,\"name\":\"Add \/ edit a role\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/docs.prim.io\/en\/#website\",\"url\":\"https:\/\/docs.prim.io\/en\/\",\"name\":\"\u0423\u043f\u044a\u0442\u0432\u0430\u043d\u0435 \u043d\u0430 \u043f\u043e\u0442\u0440\u0435\u0431\u0438\u0442\u0435\u043b\u044f PRIM.IO\",\"description\":\"\",\"publisher\":{\"@id\":\"https:\/\/docs.prim.io\/en\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/docs.prim.io\/en\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/docs.prim.io\/en\/#organization\",\"name\":\"PRIM.IO\",\"url\":\"https:\/\/docs.prim.io\/en\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/docs.prim.io\/en\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/docs.prim.io\/content\/uploads\/2019\/07\/cropped-prim_logo_big_icon_transp.png\",\"contentUrl\":\"https:\/\/docs.prim.io\/content\/uploads\/2019\/07\/cropped-prim_logo_big_icon_transp.png\",\"width\":512,\"height\":512,\"caption\":\"PRIM.IO\"},\"image\":{\"@id\":\"https:\/\/docs.prim.io\/en\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/www.facebook.com\/primioerp\",\"https:\/\/www.linkedin.com\/showcase\/primioerp\"]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Add \/ edit a role - PRIM.IO RESOURCE CENTRE","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/system-settings-and-administration\/system-settings\/role-management\/add-edit-a-role\/","og_locale":"en_US","og_type":"article","og_title":"Add \/ edit a role - PRIM.IO RESOURCE CENTRE","og_description":" Adding roles is done from Administration > Setup > Roles On the screen you see Heather (1) and List (2). In the Header, you see an Add button that allows you to add a role. Adding a role: (1) Heir of You specify the parent […]","og_url":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/system-settings-and-administration\/system-settings\/role-management\/add-edit-a-role\/","og_site_name":"PRIM.IO RESOURCE CENTRE","article_publisher":"https:\/\/www.facebook.com\/primioerp","article_modified_time":"2024-06-12T11:31:50+00:00","og_image":[{"url":"http:\/\/docs.prim.io\/content\/uploads\/2020\/10\/roli-2.jpg","type":"","width":"","height":""}],"twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/system-settings-and-administration\/system-settings\/role-management\/add-edit-a-role\/","url":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/system-settings-and-administration\/system-settings\/role-management\/add-edit-a-role\/","name":"Add \/ edit a role - PRIM.IO RESOURCE CENTRE","isPartOf":{"@id":"https:\/\/docs.prim.io\/en\/#website"},"primaryImageOfPage":{"@id":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/system-settings-and-administration\/system-settings\/role-management\/add-edit-a-role\/#primaryimage"},"image":{"@id":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/system-settings-and-administration\/system-settings\/role-management\/add-edit-a-role\/#primaryimage"},"thumbnailUrl":"http:\/\/docs.prim.io\/content\/uploads\/2020\/10\/roli-2.jpg","datePublished":"2024-06-12T11:30:32+00:00","dateModified":"2024-06-12T11:31:50+00:00","breadcrumb":{"@id":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/system-settings-and-administration\/system-settings\/role-management\/add-edit-a-role\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/docs.prim.io\/en\/prim-io-user-guide\/system-settings-and-administration\/system-settings\/role-management\/add-edit-a-role\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/system-settings-and-administration\/system-settings\/role-management\/add-edit-a-role\/#primaryimage","url":"http:\/\/docs.prim.io\/content\/uploads\/2020\/10\/roli-2.jpg","contentUrl":"http:\/\/docs.prim.io\/content\/uploads\/2020\/10\/roli-2.jpg"},{"@type":"BreadcrumbList","@id":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/system-settings-and-administration\/system-settings\/role-management\/add-edit-a-role\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/docs.prim.io\/en\/"},{"@type":"ListItem","position":2,"name":"Prim.IO Resource Centre","item":"https:\/\/docs.prim.io\/en\/"},{"@type":"ListItem","position":3,"name":"System settings and administration","item":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/system-settings-and-administration\/"},{"@type":"ListItem","position":4,"name":"System settings","item":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/system-settings-and-administration\/system-settings\/"},{"@type":"ListItem","position":5,"name":"Role Management","item":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/system-settings-and-administration\/system-settings\/role-management\/"},{"@type":"ListItem","position":6,"name":"Add \/ edit a role"}]},{"@type":"WebSite","@id":"https:\/\/docs.prim.io\/en\/#website","url":"https:\/\/docs.prim.io\/en\/","name":"\u0423\u043f\u044a\u0442\u0432\u0430\u043d\u0435 \u043d\u0430 \u043f\u043e\u0442\u0440\u0435\u0431\u0438\u0442\u0435\u043b\u044f PRIM.IO","description":"","publisher":{"@id":"https:\/\/docs.prim.io\/en\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/docs.prim.io\/en\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/docs.prim.io\/en\/#organization","name":"PRIM.IO","url":"https:\/\/docs.prim.io\/en\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/docs.prim.io\/en\/#\/schema\/logo\/image\/","url":"https:\/\/docs.prim.io\/content\/uploads\/2019\/07\/cropped-prim_logo_big_icon_transp.png","contentUrl":"https:\/\/docs.prim.io\/content\/uploads\/2019\/07\/cropped-prim_logo_big_icon_transp.png","width":512,"height":512,"caption":"PRIM.IO"},"image":{"@id":"https:\/\/docs.prim.io\/en\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/primioerp","https:\/\/www.linkedin.com\/showcase\/primioerp"]}]}},"_links":{"self":[{"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/pages\/24194"}],"collection":[{"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/comments?post=24194"}],"version-history":[{"count":1,"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/pages\/24194\/revisions"}],"predecessor-version":[{"id":24195,"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/pages\/24194\/revisions\/24195"}],"up":[{"embeddable":true,"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/pages\/24385"}],"wp:attachment":[{"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/media?parent=24194"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}