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# Role Management

Role management defines permission sets (Entitlements) that dictate the specific actions users can perform within SignStation.

To access this section,

1. Navigate to the **Settings** menu
2. Select **User Management**
3. Go to the **Roles** tab. Roles allow you to create customized permission sets that can be assigned to users based on their responsibilities.

## Adding a New Role

To define a new custom role:

1. Click the **+Add Role** button. A creation window will appear.
2. **Enter Role Name**: Provide a descriptive name for the role (e.g., Document Uploader, Admin, Certificate Manager).
3. **Configure Entitlements**: Entitlements define the specific permissions granted to the role.
   - Review the dropdown list of available entitlements (actions)
   - Check the box next to any entitlement you wish to assign to this role
   - To assign all permissions, click **Assign All**
   - To clear all current selections, click **Unassign All**
4. Click **Add Role** to save the new role and make it available for assignment to users.

> **Tip**
>
> Design roles based on job functions to simplify user management. For example, create separate roles for administrators, document signers, and certificate managers.

## Managing Existing Roles

The Roles table displays all configured roles in your system with the following information:

| Column | Description |
|--------|-------------|
| **ID** | Unique identifier for the role |
| **Role** | Name of the role |
| **Created** | Date and time when the role was created |

### Edit Role

To modify an existing role:

1. Click the **three-dot menu** (⋮) next to the role you want to edit
2. Select **Edit Role** from the menu. An "Edit Role" pop-up window will appear.
3. In the Edit Role window, you can:
   - **Change Role Name**: Modify the name of the role
   - **Update Entitlements**: Add or remove permissions by checking or unchecking entitlements
4. Click **Update Role** to save your modifications
   - Click **Cancel** to discard changes and exit

> **Info**
>
> Changes to role entitlements will immediately affect all users assigned to that role.