Aurora: Create a role

Aurora provides several out-of-the-box roles, but you can also create your own to fit your community's needs. Roles can be added and edited at the community level, the group or category level, and the board level.

Create a new role at the community level

1. Sign in to the community as an Admin user and go to Settings > Users > Roles and Permissions.
2. Click Add Role.
   click add role community level.png
3. On the Add Role window, enter an ID.
   Note: The role ID cannot be changed later.
4. (Recommended) Enter a Description of the role.
5. Click Save.
   add role window.png
   The Add Role window closes, and the newly created role is displayed in the list on the page.
6. Open the Options menu for the role and click Edit to adjust the permissions (Inherit, Deny, Grant, or Assign) for the role as necessary. Note that choosing Inherit leaves the permission set to the community default as indicated on the tooltip for that permission.
   example permissions for creating role.png

After creating a role, you can also clone or delete it as necessary. You can also add members to the role.

Create a new role at the category level

1. Sign in to the community as an Admin user and go to Settings > Users > Roles and Permissions.
2. Open the desired category from the place picker.
3. On the Category Permissions page, by Category Roles, click Add Role. Alternatively, if you want to create roles for group that will be contained in this category, click Add Group Roles, found by the Group Roles section.
   add role category level.png
4. On the Add Role window, enter an ID.
   Note: The role ID cannot be changed later.
5. (Recommended) Enter a Description of the role.
6. Click Save.
   add role window category level.png
   The Add Role window closes, and the newly created role is displayed in the list on the page.
7. Open the Options menu for the role and click Edit to adjust the permissions (Inherit, Deny, Grant, or Assign) for the role as necessary. Note that choosing Inherit leaves the permission set to the community default as indicated on the tooltip for that permission.
   example permissions for creating role.png

After creating a role, you can also clone or delete it as necessary. You can also add members to the role.

Create a new role at the board level

1. Sign in to the community as an Admin user and go to Settings > Users > Roles and Permissions.
2. Open the desired knowledge base, blog, ideas, or forum from the place picker.
3. On the Permissions page for the knowledge base, blog, ideas, or forum, click Add Role.
   click add role knowledge base.png
4. On the Add Role window, enter an ID.
   Note: The role ID cannot be changed later.
5. (Recommended) Enter a Description of the role.
6. Click Save.
   add role window category level.png
   The Add Role window closes, and the newly created role is displayed in the list on the page.
7. Open the Options menu for the role and click Edit to adjust the permissions (Inherit, Deny, Grant, or Assign) for the role as necessary. Note that choosing Inherit leaves the permission set to the community default as indicated on the tooltip for that permission.
   example permissions for creating role.png

After creating a role, you can also clone or delete it as necessary. You can also add members to the role.

Related topics:

• Out-of-the-box community roles
• Add members to roles
• Permission descriptions