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Version: 3.1

How to create a role

Overview​

This flow describes how to create a custom role in Care. A role is a named set of permissions that an administrator grants to a user inside a facility or an organization.

Pre-requisites​

  • You sign in to Care with a super administrator account.
  • You know the actions that the new role must allow.
  • You know the boundaries where somebody grants the role: a facility, a government organization, or a responsibility.

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. Care shows the page Roles with the text "Manage Roles and Permissions".

2. Start a new role​

Select Add Role. Care opens the panel Add Role with the text "Create a new custom role with specific permissions".

3. Name the role​

ComponentsWhat it captures
NameThe name of the role. The name is mandatory, and it must be different from the name of every other role.
DescriptionFree text that tells an administrator what the role is for.

4. Select the contexts​

Select a minimum of one context under Contexts. Care pre-selects Facility and Government Organization.

ContextWhere somebody grants the role
FacilityInside a facility
Government OrganizationInside a government organization
ResponsibilityInside a group of users

If you select no context, Care shows the message "Select at least one context".

5. Select the permissions​

Care shows the permissions with a checkbox for each one. Select a minimum of one permission.

  • To find a permission, enter a part of its name in Search permissions.
  • To select every permission in the list, select Select All.
  • To remove your selection, select Clear.

Care counts your selection above the list, for example "12 Selected".

note

If you select no permission, Care shows the message "At least one permission is required".

6. Save the role​

Select Create Role. Care shows the message "Role created successfully" and closes the panel.

Expected Outcome​

  • The new role is in the list on the Roles page.
  • The card of the role shows its contexts and the number of its permissions.
  • An administrator can now grant the role to a user inside a boundary that you selected.

Concepts:

Flows: