> ## Documentation Index
> Fetch the complete documentation index at: https://docs.msportal.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Create a New User Role

> Learn about how to create a new user role

User roles are essential for controlling access to different features and modules within MSPortal. This guide walks you through creating custom roles for your team members.

## Prerequisites

* You must be logged in as a Primary Admin or have the "Manage Roles" permission
* Plan which permissions each role needs before creating it

## Steps

### 1. Navigate to Settings

Go to [https://msportal.ai/company\_overview](https://msportal.ai/company_overview) and click on **Settings** in the main navigation.

![](https://colony-recorder.s3.amazonaws.com/files/2025-09-05/0c9b655b-7c29-4387-9350-641604a00907/stack_animation.webp)

### 2. Access Users and Roles

Click on **Users and Roles** from the Settings menu.

> **Important:** You must create roles before importing users, as each user must be assigned to a role.

![](https://colony-recorder.s3.amazonaws.com/files/2025-09-05/c454bf9b-3795-4f14-8143-2b3a1e0457d4/stack_animation.webp)

### 3. Configure Role Permissions

On the Create Role form, configure the following:

#### Role Details

* **Role Name:** Enter a descriptive name (e.g., "Help Desk Technician", "Account Manager")
* **Description:** Add a brief description of the role's purpose
* **Set as Default:** Check this box if you want this role to appear first in dropdown menus

#### Permission Levels

Permissions are organized by module with three access levels:

* **Read:** View-only access to module content
* **Write:** Can create and edit items (tickets, tasks, etc.)
* **Manage:** Full module administration including settings

#### Module Permissions

Select appropriate permissions for each module:

* Company Overview
* Ticketing
* Training
* Compliance
* Reporting
* Calendar
* Planner
* Devices
* Budgets
* Goals
* Surveys

#### Administrative Settings

The Settings section at the bottom controls system-wide permissions:

> **Warning:** Be cautious when granting Settings permissions, especially:
>
> * Import/Export permissions (access to sensitive data)
> * User Management (can create/modify other users)
> * Integration Settings (can modify external connections)

#### Recommended First Roles

1. **Administrator:** Full access to all modules and settings
2. **Manager:** Read/Write access to most modules, limited settings
3. **Technician:** Read/Write for tickets and devices, read-only elsewhere
4. **End User:** Read-only access to relevant modules

### 4. Save the Role

Once you've configured all permissions, click the **Create Role** button at the bottom of the form.

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-04/3d33be80-f69c-4e29-99bf-3a4de832fd1b/ascreenshot.jpeg?tl_px=260,243\&br_px=1980,1205\&force_format=jpeg\&q=100\&width=1120.0\&wat=1\&wat_opacity=0.7\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png\&wat_pad=732,464)

## Next Steps

* [Import users](/user-guides/integrations/import-users) and assign them to the new role
* Review and adjust permissions as needed based on user feedback
* Create additional roles for different team functions

## Tips

* Start with restrictive permissions and add more as needed
* Document each role's purpose for future reference
* Regularly audit role permissions to maintain security
* Consider creating template roles that can be duplicated and modified