> For the complete documentation index, see [llms.txt](https://docs.xyb.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.xyb.co/manage-employees-roles-and-permissions/create-roles-with-permissions.md).

# Create Roles with Permissions

**Roles** are collections of permissions that represent the tasks and responsibilities of specific users in your organization - like Finance Managers, Treasury Analysts, Developers, or Support Agents. Instead of assigning individual permissions to every employee, you group them into roles to simplify access control, ensure consistency, and maintain security across your digital banking platform.

Roles help you:

* Align system access with actual job functions
* Scale access control efficiently as teams grow
* Reduce the risk of human error from manual permission assignments
* Improve visibility and auditability of who can do what

To create a new role:

1. In your console, navigate to **Access Management** → **Roles.**\
   ![](https://1792085566-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FkIq1PGbSmC3vQR1DFPNM%2Fuploads%2Fgit-blob-97ca061c0150e290c908b6d54152809b4196c406%2Fimage.png?alt=media)
2. A pop-up window titled **"Add a Role"** will appear. Enter the role details in the fields provided
   * **Role Name** – Enter a **unique role name** (without spaces)
   * **Description** – Provide a brief **summary of the role’s purpose**. Use clear and descriptive names to avoid confusion when assigning roles.
3. Under **the Select permissions** dropdown, choose **one or more permissions** applicable to the role.

   **Example Role Assignments:**

   **🧾 Example Roles & Permissions**

   | **Role**         | **Example Permissions**                           |
   | ---------------- | ------------------------------------------------- |
   | Treasury Analyst | `ledger_view_postings_r`, `ledger/execute_w`      |
   | Finance Manager  | `payments-approve_w`, `ledger_view_postings_r`    |
   | Product Manager  | `charts-/create_w`, `template-/view_r`            |
   | Support Agent    | `profile-/view_customer_r`, `txn-/view_history_r` |
   | HR Manager       | `employee-/manage_w`, `employee-svc/view_r`       |

   The role will now appear in the **Roles List** and can be assigned to employees.


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