> For the complete documentation index, see [llms.txt](https://docs.xorosoft.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.xorosoft.com/xoroerp-1/admin/user/user-role/creating-user-roles.md).

# Creating User Roles

A user role allows you to effectively manage access control, ensuring that users have the appropriate level of access based on their responsibilities and organizational needs. By default, certain roles are already created in the system, such as Admin, Sales Rep, Accounting, etc.

However, you can create a new user role as per your business needs by defining the basic information associated with the role.

{% hint style="info" %}
To create a User Role, go to *`Menu > Admin > User > User Role`*
{% endhint %}

#### Role Detail Fields

<table><thead><tr><th width="182">Field</th><th>Description</th></tr></thead><tbody><tr><td>Name</td><td>Enter the name of the role that acts as a unique identifier for the role.</td></tr><tr><td>Display Name</td><td>Provide the name that will be displayed in the UI. For example, "Admin" is used as the display name for the role "Administrator".</td></tr><tr><td>Description</td><td>This field allows you to provide a brief overview of the role and its permissions.</td></tr><tr><td>Dashboard</td><td>Select the default dashboard for the role. Upon logging into the system, this dashboard will serve as the default page for users assigned to the role.</td></tr></tbody></table>

Once the role details are set, click "Save" to create the user role.

<figure><img src="https://3188343778-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fkf8DNCjEfcSm64PCPcmf%2Fuploads%2FKe9TpYvKUOfttJs2b7ES%2Fimage.png?alt=media&amp;token=bf5d53bc-e3e3-4f4d-a098-0c37e4050be8" alt=""><figcaption></figcaption></figure>

After a role is created, you can assign access privileges to the role from the [Access Manager](/xoroerp-1/admin/access-manager.md) module.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
GET https://docs.xorosoft.com/xoroerp-1/admin/user/user-role/creating-user-roles.md?ask=<question>&goal=<user_goal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
