User Roles Manager

This dialog lets you create, edit, and delete workspace roles (Admin, Manager, and so on). A role is a reusable set of permissions: any change to a role is applied automatically to members who use it.

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 the Manage roles chip) does not appear.
• First open a dialog that shows the role editor (invitation, member card, or invitation permission edit).

Open the dialog

1. Open a dialog that shows the role editor, for example:
   • Add a member (permissions step),
   • See the workspace access (a member’s card), or
   • editing permissions on a pending invitation.
2. Click the Manage roles chip.
3. The User Roles Manager dialog opens.

tip

On your own member card, the role editor (and therefore Manage roles) is hidden if you are not the workspace owner. The owner can edit their own role.

Dialog contents

Introduction message

A card at the top explains that you can create and modify roles that serve as a set of permissions, and that changes automatically affect all members who use the same role.

Create a new role

1. Click Create a new role.
2. The Create a role dialog opens (name + permissions). See Create or edit a role.
3. After you confirm, the role is saved in the workspace.
4. A success message appears: Role created successfully.

Existing roles list

If the workspace has at least one role, the Existing roles section shows for each role:

Element	Display
Name	Role name (e.g. Admin, Manager)
Permissions	Permission count, followed by the label permissions
Usage	Badge with how many members use the role, followed by user(s) use it

The badge is colored (primary) when at least one member is assigned; otherwise it is gray (neutral).

No roles

If the workspace has no roles, this message appears:

• Title: No roles
• Text: Start by creating your first role to facilitate permission management.

Edit a role

1. Click the pencil icon to the right of the role.
2. The edit dialog opens with the name and permissions prefilled.
3. After you confirm:
   • the role is updated in the workspace;
   • permissions of members who use that role are updated automatically;
   • a message appears: Role updated successfully.

note

How many members are linked to a role is based first on the member ↔ role association in the workspace; if that data is missing, it falls back to an exact permissions match.

Delete a role

1. Click the red trash icon to the right of the role.
2. A confirmation appears:
   • Title: Delete role
   • Message: Are you sure you want to delete this role?
   • Buttons: Cancel / Delete
3. On success: message Role deleted successfully.
4. On failure: message Error deleting role.

caution

The delete button is disabled while at least one member uses the role (usage count > 0). First reassign those members to another role (or custom permissions), then come back to delete the role.

Close the dialog

Action	Effect
Close (footer)	Closes the manager
Close (X) top-right	Closes the manager
Help (?)	Opens contextual help for this dialog

Creates, edits, and deletes are saved immediately when they succeed (no separate “save all” action on the manager).

What this dialog does not do

• Assign a role to a specific member: use Add a member or See the workspace access.
• Customize one member’s permissions without changing the template: use Custom in the role editor.
• Define a role’s permission details: that happens in Create or edit a role.

In-app help

In the dialog header, the help icon opens contextual help. Help title: Help - User Roles Manager.

To confirm with product

• Deleting a role used by members could theoretically keep their permissions in custom mode, but the interface disables the trash button as soon as any member uses the role: confirm whether forced delete is still planned or whether the current block is the final behavior.
• A confirmation message when deleting a role with active users is hard-coded in French only. Confirm the copy and translation if that deletion is re-enabled.
• After the manager closes, the role dropdown in the parent editor may not refresh automatically. Confirm whether a reload is desired after create / delete.
• The Manage roles chip is the only direct access to this manager in the current interface. Confirm that no other access is planned.