---
title: Roles
slug: admin-guide/roles
docTags:
createdAt: 2025-08-27T08:23:06.704Z
---
What are roles? [Roles overview](docId:3RSAbYTCyLN05J8meM7XA)
What roles are predefined in ITCC? [Predefined roles](docId:3RSAbYTCyLN05J8meM7XA)
How do I add a new or edit an existing role? [Adding or editing a role](docId:3RSAbYTCyLN05J8meM7XA)
How do I add a user to a role? [Adding a user to a role](docId:3RSAbYTCyLN05J8meM7XA)
How do I disable a role? [Disabling a role](docId:3RSAbYTCyLN05J8meM7XA)
# Roles overview
The ITCC system includes the Roles capability, which enables you to manage authorizations and roles in your organization.
Roles in the system encapsulate specific permissions and are linked to a list of users. Role assignments govern what actions users are authorized to perform. Administrators can add or remove users from roles as needed.
For example, the Admin role can include the system administrators who have full access to all system settings and user management features. The Change role can include those users who have access to the Change Management capability.
The following example demonstrates the roles set up in an organization:
## Predefined roles
The ITCC system comes with the following predefined roles:
| Role | Function |
| --------------------- | ----------------------------------------------------------------------------------------- |
| Admin | Able to configure the system, access the [Admin dashboard](docId\:WNgAJ6gUG2xGEHl0zHeQC) |
| Assets | Access to the Asset Management module as a viewer |
| Assets Admin | Access to the Asset Management module as an editor |
| Knowledge Contributor | Access to the Knowledge Management module as an edit |
| Change | Access to the Change Management module |
| Problem | Access to the Problem Management module |
| Planning | Access to the Project Managment module |
| Reports | Access to the Analytics module |
| Accounts Admin | Access to the Accounts & Contracts menu |
# Setting up roles
You can set up roles at any time.
**To set up roles:**
::::WorkflowBlock
:::WorkflowBlockItem
On the left side menu, select **Administration**.
:::
:::WorkflowBlockItem
In the search bar under **Search for Admin Configuration Options**, type **Roles **and select the **Roles **option that appears.
::Image[]{src="https://api.archbee.com/api/optimize/zEVWKsZtpmpx-RIpALRPL/aTtwf9sPviLUE7Yfor465_image.png" size="50" width="717" height="833" position="center" showCaption="false"}
:::
:::WorkflowBlockItem
From the **Roles** page that opens, you can:
- [Add or edit a role](docId:3RSAbYTCyLN05J8meM7XA)
- [Disable a role](docId:3RSAbYTCyLN05J8meM7XA)
:::
::::
## Adding or editing a role
You can add a new role or edit an existing role at any time.
**To add or edit a role:**
::::WorkflowBlock
:::WorkflowBlockItem
On the **Roles** page:
- To add a new role: select **Add**; a new row is added
- To edit a role: search for or scroll down to the role you want to edit
:::
:::WorkflowBlockItem
Enter or edit the following role settings:
| Field | Description |
| ----------- | ------------------------------------ |
| Role | Enter a meaningful name for the role |
| Description | Enter a description of the role |
| Active | Select to activate the role |
:::
:::WorkflowBlockItem
If adding a new Role, select **Save**.
:::
:::WorkflowBlockItem
Click on the entry in the **# of Users** column (a number or **(null)**) to add or edit users who have this role.
:::
:::WorkflowBlockItem
In the **Roles Assigned to Users** dialog that opens, use the spreadsheet to add or edit users. For temporary role assignments, enter the **Effective End Date**.
:::
:::WorkflowBlockItem
Select **Save** and close the dialog.
:::
:::WorkflowBlockItem
On the **Roles** page, select **Save**.
:::
::::
## Disabling a role
You can disable a role at any time. A disabled role can be activated at any time.
**To disable a role:**
::::WorkflowBlock
:::WorkflowBlockItem
On the **Roles** page, search for or scroll to the role you want to disable.
:::
:::WorkflowBlockItem
In the row corresponding to the role, clear the checkbox in the **Active** column.
:::
:::WorkflowBlockItem
Select **Save**.
:::
::::
# Adding a user to a role
You can add a user to a role at any time.
**To add a user to a role:**
::::WorkflowBlock
:::WorkflowBlockItem
On the **Roles** page, search for or scroll to the role to which you want to add a user.
:::
:::WorkflowBlockItem
In the row corresponding to the role, select the entry in the **# of Users **column (either a number or (null) if the role does not yet have users).
:::
:::WorkflowBlockItem
In the **Roles Assigned to Users** dialog that opens, select **Add**.
:::
:::WorkflowBlockItem
In the new row that appears:
1. In the **User** column, select the user you want to add to this role.
2. If the role is temporary, in the **Effective End Date** column, enter the end date.
:::
:::WorkflowBlockItem
Select **Save**.
:::
::::