Roles
Roles define what actions a user can perform in OctoMesh. Every permission check in the platform is based on roles. The Roles page lets you view, create, and delete roles in your tenant.
Accessing Roles
Navigate to Identity > Roles to access the role management interface.
The list shows all roles in the current tenant:
| Column | Description |
|---|---|
| Role Name | The unique identifier of the role |
Toolbar Actions
| Button | Description |
|---|---|
| New Role | Create a new custom role |
| Search | Filter roles by name |
| Export to Excel | Export the role list to an Excel file |
| Export to PDF | Export the role list to a PDF file |
| Refresh Data | Reload the role list |
Row and Context Actions
| Action | Description |
|---|---|
| Edit | Open the role in the edit form |
| Delete | Delete the role (context menu, with confirmation) |
Default Roles
Every tenant is automatically provisioned with 10 default roles:
| Role | Purpose |
|---|---|
| TenantManagement | Manage tenant settings, identity providers, and email domain rules |
| UserManagement | Manage users, roles, groups, and OAuth clients |
| CommunicationManagement | Configure communication adapters and pools |
| Development | Access development features (e.g., GraphQL playground) |
| AdminPanelManagement | Access admin panel features |
| BotManagement | Configure and manage scheduled jobs |
| DashboardManagement | Create and edit MeshBoards |
| DashboardViewer | View MeshBoards (read-only) |
| ReportingManagement | Create and manage reports |
| ReportingViewer | View reports (read-only) |
Creating a Role
Click New Role to open the role creation form.
| Field | Required | Description |
|---|---|---|
| Role Name | Yes | Unique identifier for the role |
Click Save to create the role or Cancel to discard.
Editing a Role
Click Edit on a role row to open the edit form. The Role Name is read-only in edit mode.
Roles are simple named entities. To assign a role to users, either add it directly to a user (via the user form) or add it to a group (via the group form). Using groups is recommended.
Deleting a Role
Right-click a role and select Delete. Confirm the deletion in the dialog.
Deleting a role removes it from all users and groups that have it assigned. Users who relied on that role will lose the associated permissions immediately.