## User Role Management Guide

**Welcome to Pave's User Role Management!** You now have the power to create, customize, and manage user roles within your organization, giving you complete control over permissions and access levels.

### Overview

With role management capabilities, you can:

* **Create custom roles** tailored to your organization's needs
* **Duplicate existing roles** to quickly build similar permission sets
* **Delete roles** that are no longer needed


:::info
**Note:** Your organization can create up to 100 custom roles to ensure flexibility while maintaining system performance.

:::

### Getting Started

#### Creating a Role

To create a new custom role:


1. Navigate to **Settings → Roles and Permissions**
2. Click the **Create Role** button
3. Enter a unique name for the role
4. Add a clear description explaining the role's purpose
5. Configure the appropriate permissions
6. Save your new role


:::info
**Remember:** You can create up to 100 custom roles for your organization.

:::

#### Duplicating a Role

Duplicating an existing role is a quick way to create similar permission sets:


1. Find the role you want to duplicate
2. Click the **Duplicate** option
3. The new role will copy all permissions from the original
4. Give it a unique name and adjust permissions as needed
5. Assign users to the duplicated role


:::info
**Important:** When you duplicate a role, permissions are copied but users are not. You'll need to manually assign users to the new role.

:::

#### Deleting a Role

Remove roles that are no longer needed:


1. Select the role you want to delete
2. Click the **Delete** option
3. Confirm the deletion


:::warning
**Warning:** Deleting a role is permanent and cannot be undone. The **Employee** and **Admin** roles cannot be deleted as they are system defaults.

:::

## Permissions Required

To create, duplicate, or delete roles, you must have permission to edit **Role Management** in the **Settings** section of **Roles and Permissions**. If you don't see these options, contact your Pave administrator.

## Best Practices

### Naming Conventions

* **Use descriptive names:** Choose names that clearly indicate the role's function (e.g., "Finance Analyst - View Only" or "HR Manager - Full Access")
* **Keep names unique:** Avoid duplicate or similar names to prevent confusion
* **Use the description field:** Always add a detailed description explaining what the role is for and who should be assigned to it
* **Consider your structure:** Align role names with your organizational hierarchy or departments

## Frequently Asked Questions

**What permission controls role management?**

Users who have permission to edit *Role Management* in the *Settings* section of *Roles and Permissions* will be able to create, duplicate, and delete roles.

**Can I undo a role deletion?**

No – role deletion is irreversible. Make sure you're certain before deleting a role. Consider duplicating the role as a backup if you're unsure.

**Are there best practices for naming conventions?**

While there are no strict requirements, we highly recommend using the description field to clearly articulate what the role is for. We also recommend using a unique name per role to reduce long-term confusion and make role management easier as your organization grows.

**What's the difference between standard and custom roles?**

Standard roles are pre-configured by Pave (like Employee and Admin), while custom roles are created by your organization. You can delete custom roles and most standard roles, but the Employee and Admin roles are permanent system defaults.

**What happens to users assigned to a deleted role?**

Before deleting a role, make sure to reassign any users to appropriate alternative roles. Plan your role structure carefully to avoid disruption.

## Need Help?

If you have questions about role management or need assistance setting up your permissions structure, please contact your Customer Success team or reach out to Pave support.

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Custom Role Creation Guide

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