> For the complete documentation index, see [llms.txt](https://docs.cloudio.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cloudio.io/managing-roles-and-users/working-with-roles-and-users/creating-a-role.md).

# 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![](https://1117313960-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LzMJAXNyRSI4WE3Jt4z%2F-M-mcOhZsp5ySNX8xlW5%2F-M-mqQrhvyhl1QdlDK3f%2FNavigationMenu.png?alt=media\&token=137cfe8b-62de-45ca-a442-bc7ac65f96c3). The **Navigation** page is displayed.
2. Under the **Administration** role, click **Manage Roles**. The **Manage Roles** page is displayed.

![](https://1117313960-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LzMJAXNyRSI4WE3Jt4z%2F-M00wTLjU9htCMEECDDb%2F-M00zoHefU_Ibfr6tEsB%2FAdd%20role.png?alt=media\&token=660d8991-dcf9-4aa7-b9fd-50b1fd7db2d2)

&#x20;3\. In the upper right corner, click **Add Role**.

The role-details page is displayed.

![](https://1117313960-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LzMJAXNyRSI4WE3Jt4z%2F-M012PZPH0bodhvJI5vI%2F-M015R-wf_XQfY3cFhoT%2FAssigning%20components%20to%20roles.png?alt=media\&token=54b6c950-9d18-477b-84d1-7adb4dc2013a)

&#x20;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 ![](https://1117313960-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LzMJAXNyRSI4WE3Jt4z%2F-M02JUZ4VkZEPTWf4mW0%2F-M02NlGa7CRPsZxlf2eh%2FAddNewConnection.png?alt=media\&token=31d356df-bd0a-4803-9e4c-0245e2ae475a), select the required user(s) or page(s) and click **Save**.

![](https://1117313960-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LzMJAXNyRSI4WE3Jt4z%2F-M02JUZ4VkZEPTWf4mW0%2F-M02NxevPBAIINM35YWq%2FAssign%20pages%20and%20users%20tp%20roles.png?alt=media\&token=79cb162d-1260-474a-93f4-502f6e98f53f)

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