> For the complete documentation index, see [llms.txt](https://support.ordereazi.com/central/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.ordereazi.com/central/order-management/settings/manage-users/roles.md).

# Roles

Setting permissions one person at a time is slow, and it's easy to give someone access they shouldn't have. A role is a set of permissions and default settings for a job, such as Sales or Accounts. When you add a user and pick their role, OrderEazi copies that role's permissions and settings onto them.

### Before you start

You'll need the **Manage Roles** permission, in the **Settings** permission group. If **Roles** isn't under **Settings** > **Manage Users**, ask your OrderEazi administrator to add this permission to your role.

### How to create a role

1. In the main menu, go to **Settings** > **Manage Users** > **Roles**.
2. Select **New Role**.
3. Under **Default Settings**, enter a **Role Name**.
4. Choose the **Project Visibility**: **View All Projects**, or **View Own/Linked Projects** for people who should only see their own work.
5. In **Workflow**, choose the [workflows](/central/order-management/settings/workflow-manager.md) people in this role work with.
6. Under **Include In Reports**, enter the **Commission Percentage**, and choose a markup or margin tier if one is shown.
7. On the **Permissions** tab, tick each permission people in this role need.
8. Select **Save**.

The new role appears in the **Manage Roles** list, and you can choose it under **User Role** when you add or edit a user. Each setting on the form is explained in [Edit Role](/central/order-management/settings/manage-users/edit-role.md).

> **Tip:** To build a role that's close to one you already have, select **Clone** on that role's row instead of **New Role**. The copy opens with every setting and permission filled in, so you only need to enter a **Role Name** and change what's different.

When you give someone a role, OrderEazi copies the role's permissions and defaults onto their user. Later changes to the role only reach people already in it if you choose to apply them. See [Edit Role](/central/order-management/settings/manage-users/edit-role.md#how-a-roles-changes-reach-its-users).

**Example:** Your Sales role has **Create New Project** and **View Clients** ticked, with **Commission Percentage** at 5%. You add Thandi Nkosi with the Sales role, so her user starts with both permissions and 5% commission. You then tick **Duplicate Project** on Thandi's user only. The Sales role and the other people in it don't change.

### How to edit a role

Open the menu at the end of the role's row and select **Edit**. [Edit Role](/central/order-management/settings/manage-users/edit-role.md) explains each setting, and what happens to the people already in the role when you save.

### How to disable a role

Disabling a role marks it as no longer in use. It doesn't change the users in it: they keep signing in with the same permissions.

1. In the main menu, go to **Settings** > **Manage Users** > **Roles**.
2. Clear the **Active** tick on the role's row.

The page shows "Success". You can also tick **Disable Role** under **Default Settings** when you edit the role, then select **Save**. To use the role again, tick **Active** on its row.

A disabled role can't be chosen as the replacement when you delete another role. To stop people using a role altogether, move them to another role and delete it.

### How to delete a role

> **Warning:** Deleting a role can't be undone. Its permissions, settings, and workflow access are deleted with it. If people are still in the role, step 4 moves every one of them to the role you choose.

1. In the main menu, go to **Settings** > **Manage Users** > **Roles**.
2. Open the menu at the end of the role's row and select **Delete**.
3. OrderEazi asks "Are you sure you would like to remove this role:" followed by the role name. Confirm.
4. If people are in the role, OrderEazi shows "Role is being used". Select **Yes**, choose the replacement role, and select **Next**.
5. Check the list of users that will be moved, then select **I Understand**.
6. OrderEazi asks "This action cannot be undone. Are you sure you want to continue?" Select **Yes**.

When nobody was in the role, the page shows "The Sales role has been deleted." (with your role's name). When people were moved, it shows how many and where, such as "3 user(s) relinked to Sales Support, and the Sales role has been deleted."

People you move keep their own permissions and settings. Only their **Project Visibility** changes, to the one their new role uses. Check each moved user's **Permissions** tab afterwards.

### What roles do not do

* **One role per person:** Each user has exactly one role. To give someone extra access, tick the permissions on their user instead.
* **No renaming:** You can't rename a role. Clone it, give the copy the new name, then delete the old role and move its users to the copy.
* **The Administrator role isn't listed:** OrderEazi's built-in Administrator role isn't shown under **Roles** and can't be chosen under **User Role**.

### Related pages

* [Users](/central/order-management/settings/manage-users/users.md): add people and give them a role
* [Edit Role](/central/order-management/settings/manage-users/edit-role.md): change a role's permissions, defaults, and project visibility
* [Edit User](/central/order-management/settings/manage-users/edit-user.md): change one person's permissions and settings
* [Permissions reference](/central/order-management/settings/manage-users/permissions-reference.md): what each permission group covers
* [Workflow Manager](/central/order-management/settings/workflow-manager.md): set up the workflows you add to a role