Add New Role – Technical Manual
The Add New Role feature in Trio enables platform administrators to define customized roles with granular permissions. This allows organizations to delegate responsibilities based on departmental needs while maintaining centralized control.
Prerequisites
To configure roles, the user must be logged in with permissions to manage roles and admins, typically a Super Admin or similar.
Roles do not grant permissions by themselves until they are assigned to users. Ensure that users intended to be assigned are already part of the organization’s user directory.
Access path:
Settings → Admins → Admins and Permissions → Roles → + Add new
Step-by-Step Guide
Step 1: Enter Role Details
After clicking + Add new in the Roles tab, a multi-step creation wizard appears.
You begin by defining the role’s identity:
Name – A required field that defines the role label (e.g., Design, HR Lead).
Description – Optional field for internal documentation purposes (e.g., “Grants profile assignment rights for the design team”).
Click Next to proceed.
Step 2: Define Role Permissions
In this step, you configure what this role can access and perform within the platform.
Permissions are categorized by resources and actions:
Departments: View, Edit, Delete
Employees: View, Edit, Archive
Profiles:
Security: View, Assign
Configuration: View, Edit
Software (Android, iOS): No permissions granted by default in this example
Tick checkboxes to enable each specific permission per category. Only selected permissions will be available to users assigned to this role.
Click Next to continue.
Step 3: Assign Users to Role
The final step allows you to assign this new role to users from your organization.
You’ll see a user table with the following data points:
Name and Email
User State – Active, Suspended, Staged, or Deleted
User Groups – e.g., Sales, Design, All Employees
MFA Status – Whether MFA is enabled (e.g., TOTP or Email OTP)
Use the search bar or filters to locate users by name, category, group, or MFA status. Only users in Active or Staged states should be selected.
Check the box next to each applicable user, then click Save new role to finalize.
Confirmation
Once saved, a green banner confirms:
Success – A new role has been added.
The role now appears in the Roles tab within the Admins and Permissions section. It displays:
Role name
Description (if provided)
Number of users assigned to the role
Users assigned to the role inherit permissions instantly.
System Behavior Notes
Changes apply immediately after saving. User access updates through backend synchronization with the role’s permission map.
MFA is not enforced by the role itself. Ensure users have MFA configured separately via the Users section.
Role creation does not trigger an email or alert. Communication must be handled manually if needed.
Troubleshooting
Role not applying: Ensure that the user’s state is not Deleted or Suspended. Only Active and Staged users can be assigned roles.
Permissions not available: If specific modules or actions do not appear, your current admin role may not have privileges to delegate those permissions.
Save button unresponsive: This may be due to a session timeout or network issue. Refresh and reattempt if needed.
If you have more questions, you can contact the Trio team.