> For the complete documentation index, see [llms.txt](https://docs.finout.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.finout.io/settings/role-based-access-control-rbac/managing-roles/managing-a-role-and-its-permissions.md).

# Managing a Role and its Permissions

#### **Managing Permissions for a role:**

<figure><img src="/files/F8ukItcDrtemGR2OFgOE" alt=""><figcaption></figcaption></figure>

1. In Roles, click a role to change permissions.<br>

   <figure><img src="/files/iJWudVFC7d5AVRIYbJ7z" alt=""><figcaption></figcaption></figure>
2. Click **Manage Permissions**.\
   The **Manage role permissions** pop-up for the role appears.\
   ![](/files/LM1rOFjoLYNTTaxbeDuf)
3. Include or exclude permissions to your role and click **Save**.\
   The permissions for the role are changed.

<figure><img src="https://downloads.intercomcdn.eu/i/o/17445931/328118a4717642fbe9280273/image.png?expires=1728290700&#x26;signature=bc9538ee49ab92c52f803270be41f862f2cee61fc109f98784aae1f1849ffcf1&#x26;req=0dJrwV3zrzZk2hL085ZhoR%2BvOO8ZgMCxYScjkJXOayWRRzCxmL6f17H49bIc%0AZQ%3D%3D%0A" alt=""><figcaption></figcaption></figure>

#### **Edit role details:**

<figure><img src="/files/QWx5HNF6EHkg3zQswrzm" alt=""><figcaption></figcaption></figure>

1. Click ![](https://lh7-us.googleusercontent.com/docsz/AD_4nXcrm7G2l6T4PuhRTn_s4dIkFp8GFvsABUt3a4_TWPvvT6cmDJnsI5OIf1MW6Q3P11gJ8plypL0kfUbUBFprJRIxmxlpJ6oPaq0bWkeqYMqLPe0MXB91CPfmSMDZo-30LwYa6pwoT_gS71FdjjNrhQVmqxk?key=UT9520wUPQLAkGfYU-WU0w)and then click **Edit Role Details**.\
   The **Edit Role Details** pop-up appears.

   <div align="left"><figure><img src="/files/ju1mor60zPypINC91372" alt=""><figcaption></figcaption></figure></div>

   <figure><img src="https://downloads.intercomcdn.eu/i/o/17445967/54581d39375d79898f5e8869/image.png?expires=1728290700&#x26;signature=7be96cbac1d5600edc68aea58f5c4d2d1af0ce9ee57cc6b8e2b43e324c123669&#x26;req=0dJrwV3zqjBk2hL085ZhoWbmKiHDm7pn7oH87orgFlSrPy3gKtaWJBw2eSY8%0A%2FA%3D%3D%0A" alt=""><figcaption></figcaption></figure>
2. Change the **Role Name** and **Description**.
3. **Default role** - You can optionally:\
   Toggle on - Toggle this role on to make it a default role.\
   Toggle off - Toggle this role off if it was previously chosen as the default role and you do not want it to be the default anymore.<br>

   <div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p>​<strong>Note</strong>: A default role allows an Admin to assign any new user this default role by clicking the Copy invite link while inviting a new user. See <a href="/pages/uLQn14YXwTKfv6m6ZdF7">Inviting a User</a>.</p></div>
4. Click **Save**.\
   The role details are changed.

#### **Delete a role:**

<figure><img src="/files/YrAt8BM2bEcr6hrK0L62" alt=""><figcaption></figcaption></figure>

1. In the Roles view, click ![](https://lh7-us.googleusercontent.com/docsz/AD_4nXcrm7G2l6T4PuhRTn_s4dIkFp8GFvsABUt3a4_TWPvvT6cmDJnsI5OIf1MW6Q3P11gJ8plypL0kfUbUBFprJRIxmxlpJ6oPaq0bWkeqYMqLPe0MXB91CPfmSMDZo-30LwYa6pwoT_gS71FdjjNrhQVmqxk?key=UT9520wUPQLAkGfYU-WU0w)and then click **Delete Role**.\
   The **Delete Role** pop-up appears.

   <div align="left"><figure><img src="/files/H8BWJ3lkLN7IexcXjw48" alt=""><figcaption></figcaption></figure></div>

   <figure><img src="https://downloads.intercomcdn.eu/i/o/17446014/536da994e84e1e6fcf7f150d/image.png?expires=1728290700&#x26;signature=6590d9c4f916bc149f85a72e412533470c4a6d7cb197c21b5079724448a2d1da&#x26;req=0dJrwV76rTNk2hL085ZhoTdfvo2Gr3xaQPl2ASuuQ6w9q2R39TQf20dv%2BNXs%0AbA%3D%3D%0A" alt=""><figcaption></figcaption></figure>
2. Click **Delete Role**.\
   The role is deleted, and all users and groups assigned to this role will no longer have it.\
   Users will have read-only permissions for all platform tabs and can only view the **Profile** tab in the **Admin Portal**.


---

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