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Version: 3.0

How to edit or clone a role

Overview​

This flow describes how to change a custom role, and how to clone a role into a new one. Care supplies the system roles, and you cannot change them. Clone a system role to start a custom role from it.

Pre-requisites​

  • You sign in to Care with a super administrator account.
  • The role is in the list on the Roles page.
  • If you want to change the role directly, the role is a custom role. Care shows a System badge and a lock icon on each system role.

Permissions​

Care controls the roles page by account type, not by a named permission.

PermissionAccess
Super administrator accountCreate, edit, and delete custom roles.
Any signed-in accountView the list of roles.

Steps​

1. Open the roles page​

Select Admin in the sidebar. Select RBAC, then select Roles.

2. Find the role​

Enter a part of the name of the role in Search Roles. To show only the roles of one boundary, select Facility, Government Organization, or Responsibility above the list. To remove the filter, select All.

If no role matches, Care shows "No roles found" with the text "Adjust role filters".

3. Open the actions of the role​

Select the actions icon on the card of the role. Care shows Edit and Clone. Care shows Edit only for a custom role.

4. Edit the role​

Select Edit. Care opens the panel Edit Role with the text "Update role name, contexts, and permissions".

ComponentsWhat it captures
NameThe name of the role. The name must stay different from the name of every other role.
DescriptionFree text that tells an administrator what the role is for.
ContextsThe boundaries where somebody grants the role. Select a minimum of one context.
PermissionsThe actions that the role allows. Select a minimum of one permission.

Select Update Role. Care shows the message "Role updated successfully".

note

Care keeps Update Role inactive until you change a value in the panel.

5. Clone the role​

Select Clone. Care opens the panel with the values of the source role and adds "(Copy)" to the name. Change the name, the contexts, and the permissions. Select Create Role. Care shows the message "Role created successfully".

Expected Outcome​

  • The list on the Roles page shows your changes, or shows the new role from the clone.
  • Each user who holds the role gets the new set of permissions.
  • The system roles stay unchanged.

Concepts:

Flows: