Create & Manage Custom Roles

Roles in the HCMS (Headless Content Management System) are used to define permissions for Groups, Clients, and Workflows. This article will show you how to create a new custom Role. As soon as the custom role is saved, it can be found in dropdowns in:

• Clients
• Groups
• Workflows
• Group and Client dropdowns in Permission Sets

Important Note

• In order for the custom role to function properly, you will need to add it to an existing workflow or create a new workflow for the role.

Create a Custom Role

Instructions to Create a Custom Role

1. Navigate to Settings and then select Roles:
   
2. At the bottom of the Roles screen, add your role name to the text box:
   
3. Click the Add Role button:
   
4. Click the gear icon next to your new role and add permissions for the role by typing in the box and selecting the + button:
   
   Note: All roles will need to have the common permission which gives access to the HCMS (Headless Content Management System) app (Application). The Content Types listed will be specific to your HCMS app. Learn more about the available permissions by viewing our Permissions for Roles article.
5. Once all of the applicable permissions have been added, click the Save button:
   
6. The new role can now be assigned to Groups or Clients
7. You will also need to create a workflow for the role or add the role to an existing workflow:
   

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Remove a Custom Role

Important Notes on Custom Role Removal

• Default Roles (Author, Developer, Owner, Publisher, Reader) cannot be removed
• When you remove the role, you remove all permissions associated with that custom role

Remove a Custom Role Instructions

1. Navigate to Settings and then select the Roles menu option:
   
2. Click the Delete (trash can) icon next to the Role you want to remove:
   
3. Click the Yes button in the pop-up that asks, Do you really want to delete the role?:
   

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Additional Resources

• Permissions for Roles
• Roles Overview and Default Roles