Manage Custom Roles

This guide describes how to manage custom roles on the platform, including:

  • Updating basic information and permissions
  • Copying existing roles to create new ones
  • Deleting custom roles

Update Basic Information

You can update the display name and description of custom roles on the platform.

Steps

  1. In the left navigation bar, click Users > Roles
  2. Click the name of the role to be updated
  3. Click Actions > Update in the upper right corner
  4. Update the role's:
    • Display name
    • Description
  5. Click Update

Update Role Permissions

You can update the permission information of custom roles, including:

  • Adding new operation permissions for platform resources
  • Removing existing permissions
  • Modifying permissions for custom resources

Steps

  1. In the left navigation bar, click Users > Roles
  2. Click the name of the role to be updated
  3. Click Actions > Update Role Permissions in the upper right corner of the permission area
  4. Make your changes on the Update Role Permissions page
  5. Click Confirm

Copy Existing Role

You can create a new role by copying an existing role (system or custom). The new role will inherit all permission information from the source role, which you can then modify based on your needs.

WARNING

The permissions of the new role cannot exceed the permissions of the role to which the creator belongs.

Steps

  1. In the left navigation bar, click Users > Roles
  2. Click the name of the role to be copied
  3. Click Actions > Copy as new role in the upper right corner
  4. On the Copy as new role page, configure:
    • Name
    • Display name
    • Description
    • Type
  5. Click Create

Delete Custom Role

You can delete custom roles that are no longer in use.

WARNING

When you delete a custom role:

  • The role's binding relationships with users will be removed
  • Users assigned to this role will lose all permissions granted by the role
  • The role will be removed from users' role lists

Steps

  1. In the left navigation bar, click Users > Roles
  2. Click the name of the role to be deleted
  3. Click Actions > Delete in the upper right corner
  4. Enter the role name to confirm deletion
  5. Click Delete