Role Name * Use uppercase letters and underscores. This will be converted automatically.

Display Name *

Role Category * Internal Administrator (Level: 100)Internal User (Level: 50)External Administrator (Level: 30)External User (Level: 10) Select the category that best describes this role's access level and purpose.

Description Standard partner access

Role Options

Active - Allow users to be assigned this role

System Role (Cannot be deleted) - Prevent accidental deletion

Requires Two-Factor Authentication - Enforce two-factor authentication

Permissions

Hold Ctrl (or Cmd on Mac) to select multiple permissions.

Cancel

Naming Conventions

• Use uppercase letters and underscores
• Be descriptive but concise
• Examples: ADMIN, FINANCE_MANAGER, VENDOR_USER

Role Categories

• Internal Admin: Full system access
• Internal User: Employee access
• External Admin: Partner admin access
• External User: Vendor/client access

Security Options

• System Role: Core roles that cannot be deleted
• Active: Whether the role can be assigned to users
• 2FA Required: Forces two-factor authentication

Current Status