# Manage Roles and Privileges

Roles and privileges are fundamental concepts used to manage user access and permissions.

* **Roles:** A role is a collection of privileges assigned to a group of users. It defines the set of actions that users in a particular role are authorised to perform.
* **Privileges:** Privileges are specific permissions granted to users, allowing them to access certain resources or perform certain actions within the system.

This document provides step-by-step instructions on how to configure privileges for different roles and assign these roles to specific users within your project.

### Configuring Privileges

* **Navigate to Project Settings:** Go to **Admin** > **Projects** > **\[Project Name]** > **Project Settings**.

<figure><img src="/files/6Aw2bCXGEueZYW6pfePY" alt=""><figcaption></figcaption></figure>

* **Access Roles & Privileges:**&#x20;
* Click on the **Roles & Privileges** tab.

<figure><img src="/files/WB9DoLpw9Iah1DVzNJLA" alt=""><figcaption></figcaption></figure>

* **Select a Role:** Click on the desired role to view and edit its privileges.
* **Manage Privileges:**
  * **Action:** Click on the toggle switch next to each privilege to enable or disable it.
  * **Permission:** The status of the permission will be indicated by a green dot (enabled) or a grey dot (disabled).

<figure><img src="/files/u30wcCN6bFtaQgKGrUyw" alt=""><figcaption></figcaption></figure>

* **Set as Default:** Select the 'Set as default' to make this role the default role.&#x20;
  * When a new user is invited to SimplifyQA or to a new project, the default role would be assigned to the user.

<figure><img src="/files/kJyFBOnStV1NYmzoRqJQ" alt=""><figcaption></figcaption></figure>

* **Save Changes:** Click on the **Save** button to apply the changes.

### Adding a New Role

* **Navigate to Project Settings:** Go to **Admin** > **Projects** > **\[Project Name]** > **Project Settings**. Click on the **Roles & Privileges** tab.
* **Add New Role:** Click on the '**+ Role'** button.

<figure><img src="/files/XqPRrlHbqlliTL2ZFEbe" alt=""><figcaption></figcaption></figure>

* **Enter Role Name and Description:** Provide a clear and concise name for the new role. Add a brief description to explain the purpose of the role.
* **Assign Privileges:** Select the appropriate privileges from the list and assign them to the new role.
* **Save Changes:** Click on the **Save** button to create the new role.

{% hint style="info" %}
**Best Practices**

* **Least Privilege Principle:** Assign roles with the minimum necessary privileges to each user.
* **Regular Review:** Regularly review and update role assignments and privileges to maintain security and control.
* **Clear Documentation:** Maintain clear documentation outlining the responsibilities and privileges associated with each role in the description.
  {% endhint %}


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.simplifyqa.ai/admin-controls-and-configurations/manage-projects-and-users/project-settings/manage-roles-and-privileges.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.