Create or edit a role

This dialog lets you define a workspace role (name + set of permissions). In create mode, the title is Create a role; when editing an existing role, it is Modify role.

Prerequisites

• You must be signed in to Sequentia.
• You need access to the Workspace page.
• You need permission to edit user permissions: without it, the role editor (and therefore the Manage roles chip) does not appear in the invite or member dialogs.
• Open the User Roles Manager first, then this dialog (create or edit).

Open the dialog

Main path

1. Open a dialog that shows the role editor, for example:
   • Add a member (permissions step), or
   • See the workspace access (a member’s card).
2. Click the Manage roles chip.
3. In the User Roles Manager:
   • Create a new role → opens this dialog in create mode;
   • pencil icon on an existing role → opens this dialog in edit mode (name and permissions prefilled).

tip

Changes to a role that is already assigned are applied to members who use that role (their permissions are updated automatically when the role is saved).

Fill in the form

Role name

• Label: Role name.
• Field placeholder: Name.
• Required to enable Confirm (the button stays disabled if the name is empty).

Permissions

• Section label: Permissions.
• List shown as accordions by area:

Accordion	Contents (summary)
Workspace	Manage the workspace, view the audit trail, edit user permissions, edit a user, invite a user, remove a user, manage documentation, manage / view billing, manage integrations
Ticket module	Create / edit / reorder / archive tickets, create / edit / archive boards, manage templates and board visibility, manage / archive procedures
Maintenance module	Manage / archive equipment — shown only if the Maintenance module is enabled
Work documents	Manage / archive work documents
Contact module	Manage / archive clients
Billing module	Manage / archive invoices and quotes — if the Billing module is enabled
Time module	View / manage timesheets — shown when the Billing module is enabled
Chatroom module	Create / join chatrooms
Inventory module	Manage / archive inventories, items, suppliers, manufacturers; order, transfer, deliver, request items

Select at least one permission: otherwise Confirm stays disabled.

Confirm or close

Action	Effect
Confirm	Closes the dialog and returns the name + permissions list to the roles manager, which saves the role in the workspace
Close (X)	Closes without saving
Help (?)	Opens contextual help for this dialog

After a successful create from the roles manager: message Role created successfully.
After a successful update from the roles manager: message Role updated successfully.

What this dialog does not do

• Assign the role to a member: done in Add a member or See the workspace access.
• Delete a role: available in the User Roles Manager (not in this dialog).
• Edit a user’s profile (name, email, etc.).

In-app help

In the dialog header, the help icon opens contextual help. Help title: Help - Create or edit a role.

To confirm with product

• The name field requires at least 2 characters in the interface, but Confirm only checks “name not empty” and “at least one permission”. Confirm whether a one-character name should be rejected.
• In the Inventory list, some permission labels may appear in technical form rather than as translated labels, unlike other modules. Confirm the intended product labels.
• The Time module accordion depends on the Billing module being enabled, not a separate Time module. Confirm whether that is intended.
• Some permissions may appear with their technical identifier rather than a translated label. Confirm label coverage.
• The Manage roles chip is the only direct access to this dialog in the current interface. Confirm that no other access is planned.