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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>
37 lines
1.8 KiB
Markdown
37 lines
1.8 KiB
Markdown
---
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title: How to create and assign custom root roles
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---
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:::info availability
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Custom root roles were introduced in **Unleash 5.4** and are only available in Unleash Enterprise.
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:::
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This guide takes you through [how to create](#creating-custom-root-roles "how to create custom root roles") and [assign](#assigning-custom-root-roles "how to assign custom root roles") [custom root roles](../reference/rbac.md#custom-root-roles). Custom root roles allow you to fine-tune access rights and permissions to root resources in your Unleash instance.
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## Creating custom root roles
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### Step 1: Navigate to the custom root roles page {#create-step-1}
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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".
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![The admin UI admin menu with the Roles item highlighted.](/img/create-crr-step-1.png)
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### Step 2: Click the "new root role" button. {#create-step-2}
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Use the "new root role" button to open the "new root role" form.
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![The "root roles" table with the "new root role" button highlighted.](/img/create-crr-step-2.png)
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### Step 3: Fill in the root role form {#create-step-3}
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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](../reference/rbac.md#custom-root-roles).
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![The root role form filled with some example data, and the "add role" button highlighted at the bottom.](/img/create-crr-step-3.png)
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## Assigning custom root roles
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You can assign custom root roles just like you would assign any other [predefined root role](../reference/rbac.md#predefined-roles). Root roles can be assigned to users, [service accounts](../reference/service-accounts.md), and [groups](../reference/rbac.md#user-groups).
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