Roles
A role groups users so that permissions and training can be managed collectively rather than individually. Internally, a role is implemented as a Team, which is why "role" and "team" are used interchangeably.
The All Roles list shows each role's Name and Created On date.
Two kinds of roles appear here
The business roles you create (such as CEO, HR, Developer, Cybersecurity Manager, QMS Development, QMS User) and system-generated roles with long, code-like names that the system manages automatically. The latter should not be edited manually.Purpose
Adding a role to a document's access or as an approver grants those permissions to everyone in the role. Roles also determine who requires training on a document (see Training: Management).
How to Create a Role and Add Users
In the left navigation, under Users and Roles, select Roles.
Select New.
Enter the role name.
Leave the admin field as set, it is required and defaults to you.
Set the business unit. Most organisations use a single business unit; use more only where users are separated by location.
Select Save.
Add the users who belong to the role.
