# Defining a role

A role is used to provide controlled access to users, pages, workflow, data sources, java snippets, HTML requests and/or HTML templates.

{% hint style="info" %}
Roles can only be created and managed by the administrator.
{% endhint %}

To create a role,

1. In the upper right corner of the CloudIO homepage, in the menu bar, click![](/files/-M-mqQrhvyhl1QdlDK3f). The **Navigation** page is displayed.
2. Under the **Administration** role, click **Manage Roles**. The **Manage Roles** page is displayed.

![](/files/-M00zoHefU_Ibfr6tEsB)

 3\. In the upper right corner, click **Add Role**.

The role-details page is displayed.

![](/files/-M015R-wf_XQfY3cFhoT)

 4\. Enter the following details:

| User Detail       | Description                                                                                                                                                                                                                                     |
| ----------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Role Name         | The name of the role                                                                                                                                                                                                                            |
| Role Code         | A unique code for the role that can be accessed from functions like hasRole()                                                                                                                                                                   |
| Responsibility Id | <p>The responsibility ID obtained from <strong>Oracle Apps</strong></p><p><em><strong>Note</strong>: This field is applicable only for Oracle EBS customers that is when the platform is configured using <strong>Oracle EBS</strong>.</em></p> |
| Application Id    | <p>The application ID obtained from <strong>Oracle Apps</strong></p><p><em><strong>Note</strong>: This field is applicable only for Oracle EBS customers that is when the platform is configured using <strong>Oracle EBS</strong>.</em></p>    |
| Start Date        | The start date for the role to be active                                                                                                                                                                                                        |
| End Date          | The end date for the role to be active                                                                                                                                                                                                          |
| Auto Assign       | Indicates that the role is to be automatically assigned to a newly created user                                                                                                                                                                 |
| Is AD Group       | Indicates that the **Authentication Provider** is of the type **Active Directory**                                                                                                                                                              |
| Is BI Enabled     | Gives permissions to the role for using CloudIO dataSense 3.0 for creating and viewing reports                                                                                                                                                  |

&#x20;5\. If required, assign one or more of the following components to the role through the respective tabs:

* Datasources
* Java Snippets
* HTML Requests
* HTML Templates
* Workflow Nodes
* Workflow Definitions

&#x20;6\. Click **Save**. The role is created.

&#x20;7\. To assign the created role with pages and/or users, in the respective section, click ![](/files/-M02NlGa7CRPsZxlf2eh), select the required user(s) or page(s) and click **Save**.

![](/files/-M02NxevPBAIINM35YWq)

The role is assigned to the selected users and/or pages accordingly.


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