Create Roles

Use roles to assign Process tasks or apply Access Control rules to groups of users.

Before you begin

No additional configuration is required before you create a role.

Create a role

1. Navigate to Design → Object types → Role.
2. Click + to create a new role.
3. Enter a name that describes the role’s responsibility, such as Requester, Approver, or Procurement.

Repeat these steps for each role your application requires.

📝

Note

For most use cases, a role requires only a name when it is created.

Related documentation

• User roles
• Role Object Type
• Access control fundamentals