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unleash.unleash/website/docs/how-to/how-to-create-and-assign-custom-root-roles.md
Nuno Góis 95f4f641b5
docs: custom root roles (#4451)
https://linear.app/unleash/issue/2-1136/custom-root-roles-documentation

- [Adds documentation referencing custom root
roles](https://unleash-docs-git-docs-custom-root-roles-unleash-team.vercel.app/reference/rbac);
- [Adds a "How to create and assign custom root roles" how-to
guide](https://unleash-docs-git-docs-custom-root-roles-unleash-team.vercel.app/how-to/how-to-create-and-assign-custom-root-roles);
 - Standardizes "global" roles to "root" roles;
- Standardizes "standard" roles to "predefined" roles to better reflect
their behavior and what is shown in our UI;
 - Updates predefined role descriptions and makes them consistent;
 - Updates the side panel description of the user form;
- Includes some boy scouting with some tiny fixes of things identified
along the way (e.g. the role form was persisting old data when closed
and re-opened);
 
 Questions:

- Is it worth expanding the "Assigning custom root roles" section in the
"How to create and assign custom root roles" guide to include the steps
for assigning a root role for each entity (user, service account,
group)?
- Should this PR include an update to the existing "How to create and
assign custom project roles" guide? We've since updated the UI;

---------

Co-authored-by: Thomas Heartman <thomas@getunleash.ai>
2023-08-10 08:21:58 +01:00

1.8 KiB

title
How to create and assign custom root roles

:::info availability

Custom root roles were introduced in Unleash 5.4 and are only available in Unleash Enterprise.

:::

This guide takes you through how to create and assign custom root roles. Custom root roles allow you to fine-tune access rights and permissions to root resources in your Unleash instance.

Creating custom root roles

Step 1: Navigate to the custom root roles page

Navigate to the roles page in the admin UI (available at the URL /admin/roles). Use the settings button in the navigation menu and select "roles".

The admin UI admin menu with the Roles item highlighted.

Step 2: Click the "new root role" button.

Use the "new root role" button to open the "new root role" form.

The "root roles" table with the "new root role" button highlighted.

Step 3: Fill in the root role form

Give the root role a name, a description, and the set of permissions you'd like it to have. For a full overview of all the options, consult the custom root roles reference documentation.

The root role form filled with some example data, and the "add role" button highlighted at the bottom.

Assigning custom root roles

You can assign custom root roles just like you would assign any other predefined root role. Root roles can be assigned to users, service accounts, and groups.