---
title: Managing roles
slug: campaign/docs/managing-roles
docTags: 
createdAt: 2026-07-20T15:44:50.321Z
---

This topic describes how to manage roles. A role is a permission profile you can [assign to individual users](../../configured-commerce/optimizely-configured-commerce/customers/assign-customers-to-users.mdx). A role may contain the same permissions as an individual user. Permissions cannot be inherited, as in user management.

In your client, you can define roles for specific tasks or projects to simplify the process of managing individual users. After defining a role, you can assign it to a user permanently or for a specified period of time, for example, for holiday replacements or temporary users.

:::hint{type="info"}
**Note**

**Permissions in roles do not apply if**

- A permission is explicitly revoked from the user.
- A main permission is explicitly revoked from the user, and this is inherited to the sub-permissions.
- A main permission, that is inherited to the current client, is explicitly revoked from the user in a main client.
:::

To manage roles, go to the menu bar and select **Administration** > **Roles**.

## [managing-roles.mdx](docId:3N1g-oEQ-ge6AXtyp-hQ0)Creating roles

:::hint{type="info"}
**Tip**

If you create roles in a client with sub-clients, these roles automatically apply to the sub-clients.
:::

1. In the **Roles** window, click **Create…**.

   ![Image: Create role](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/bUOKPGlOS8i9lzQhKacuV-20260720-145159.png "Image: Create role")

   ![Image: Properties](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/TuBEbvLIWHNbMRfrydREg-20260720-145159.png "Image: Properties")
2. In the **Role Name** field, enter a name for the role.
3. In the **Permissions** area, click the permission you want to assign to this role.

   :::hint{type="info"}
   **Tip**

   You can only assign permissions, not revoke them. In other words, roles contain only positive permissions.
   :::
4. Click **Create**.

## [managing-roles.mdx](docId:3N1g-oEQ-ge6AXtyp-hQ0)Editing roles

:::hint{type="info"}
**Note**

If you change a role that is assigned to one or more users, the change immediately affects those users.
:::

1. In the **Manage Roles** window, select a role and click **Edit…**.
2. In the **Permissions** area, click the permission you want to assign to this role.

   :::hint{type="info"}
   **Tip**

   You can only assign permissions, not revoke them. In other words, roles contain only positive permissions.
   :::
3. Click **Save**.

## [managing-roles.mdx](docId:3N1g-oEQ-ge6AXtyp-hQ0)Deleting roles

:::hint{type="info"}
**Note**

You can delete a role only if no users are assigned to it. To see how a role is being used, click **Show Usages**.
:::

1. In the **Manage Roles** window, select a role and click **Delete**. A confirmation window opens.
2. Click **OK**.

## [managing-roles.mdx](docId:3N1g-oEQ-ge6AXtyp-hQ0)Showing usages

In the **Manage Roles** window, select a role and click **Show Usages**. The **Role Usage** window opens, displaying a list of users who are assigned this role.

:::hint{type="info"}
**Tip**

You can also use this window to edit a user's permissions. To do so, select a user and click **Edit User Permissions…**. Next, follow the steps described in [Users](../../configured-commerce/optimizely-configured-commerce/customers/assign-customers-to-users.mdx).
:::