Roles Admin Guide
Step-by-step guide to creating and managing roles
Roles Admin Guide
This guide covers how to create, configure, and manage roles in Rahal.
Prerequisites
To manage roles, you need:
| Permission | Capability |
|---|---|
| Read Company Roles | View roles list and details |
| Write Company Roles | Create and edit roles |
| Delete Company Roles | Delete custom roles |
You also need Access Company Dashboard to access the dashboard.
Quick Start
View Existing Roles
Navigate to Roles from the dashboard sidebar to see all company roles, including the three predefined roles (Member, Manager, Admin).
Create a Custom Role
Click Create Role to open the role form. Enter a name, description, and select permissions from the permission matrix.
Assign to Users
Go to Users, edit a user, and select your new role from the Role dropdown. Save to apply.
Guide Contents
Viewing Roles
Navigate and understand the roles list, filters, and role details
Creating Roles
Step-by-step guide to creating custom roles with specific permissions
Managing Roles
Edit, deactivate, and delete roles
Assigning Roles
Assign and change user role assignments
Initializing Roles
Create predefined roles for a company (platform admins)
Common Tasks
| Task | Guide |
|---|---|
| See what permissions a role has | Viewing Roles |
| Create a new custom role | Creating Roles |
| Change a role's permissions | Managing Roles |
| Assign a role to a user | Assigning Roles |
| Deactivate a role | Managing Roles |
| Delete a custom role | Managing Roles |
| Initialize predefined roles | Initializing Roles |
Best Practices
Start with Predefined Roles
Use Member, Manager, and Admin for most users:
- They cover common use cases
- Permissions are carefully curated
- No maintenance required
Create Custom Roles for Exceptions
Only create custom roles when:
- Predefined roles don't fit the use case
- You need specific permission combinations
- Different departments need different access
Document Your Roles
Maintain a role registry:
| Role | Purpose | Who Should Have It |
|---|---|---|
| Member | Standard employees | All employees |
| Manager | Supervisors | Team leads, department heads |
| Admin | Administrators | Travel managers, HR |
| Travel Coordinator | Book for others | Executive assistants |
| Budget Analyst | View spending | Finance team |
Review Regularly
Monthly or quarterly:
- Audit role assignments
- Verify permissions are still appropriate
- Remove unused custom roles
- Update role descriptions