# Roles

**Role** – is a parameter that defines a set of access rights to the Orchestrator screens, as well as functions within the selected screens.

**Minimum required rights for the User Role:**

* Right to read Dashboards;
* Right to read Folders;

If a User needs to edit Robots, they must be granted:

* Right to read Dashboards;
* Right to read Folders;
* Right to read Assets;
* Right to read Licenses.

*Note:* the Robot editing screen accesses this data to generate lists in the corresponding input fields.

The “Roles” screen contains the “Roles” table:

<figure><img src="https://3237142148-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FscP4BXwl9ufpJr5mfVln%2Fuploads%2Fgit-blob-ddfae1ec792dba2c505d5391614d2ea70a48877a%2Fimage%20(178).png?alt=media" alt=""><figcaption></figcaption></figure>

## **Creating a New Role**

To create a new Role, you need to click the “Create” button above the “Roles” table and fill out the opened form:

<figure><img src="https://3237142148-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FscP4BXwl9ufpJr5mfVln%2Fuploads%2Fgit-blob-0acda78980e894b057a9fc3380d02273a99c8c6f%2Fimage%20(179).png?alt=media" alt=""><figcaption></figcaption></figure>

The new Role creation form contains two tabs:

* General;
* Access;
* Object Folders.

### **General Tab**

The “General” tab contains two text fields:

* “Name\*” - the name of the Role, a required field;
* “Description” - a description of the Role, where you can specify what functions the Role will perform, access rights to various screens, and actions that can be performed by Users with this Role.

### **Access Tab**

In the “Access” tab, you need to check the boxes for the functions for the screens that will be available to the User with the created Role. Available functions for each screen:

* checkbox “Create” - allows the User with this Role to create new items in the system. Check this box if you want to grant the User the ability to add corresponding new items;
* checkbox “Read” - provides the User with this Role access to view information on the selected screen. Check this box if you want the User to be able to see and read the data on the corresponding screen;
* checkbox “Update” - allows the User with this Role to modify existing items in the system. Check this box if you want the User to be able to edit existing information;
* checkbox “Delete” - gives the User the ability to delete items from the system. Check this box if it is necessary to allow the User to delete corresponding items.

<figure><img src="https://3237142148-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FscP4BXwl9ufpJr5mfVln%2Fuploads%2Fgit-blob-d34060b33d2025c0a83af86e3fc5356ba2049bc8%2F2025-04-23_17-01-51.png?alt=media" alt=""><figcaption></figcaption></figure>

### **Object Folders Tab**

In the “Object Folders” tab, you need to check the boxes for those Object Folders whose rights will be available to the User with the created Role.

[Object Folders](https://docs.sherparpa.ru/en/sherpa-rpa/sherpa-orchestrator/rabota-v-sherpa-orchestrator/ekrany/papki-obektov) are created separately on the corresponding Orchestrator screen.

## **Editing a Previously Created Role**

To view and edit a Role, you need to select it from the list and click on the icon ![](https://3237142148-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FscP4BXwl9ufpJr5mfVln%2Fuploads%2Fgit-blob-c896ddd3b4a74e8561a716a7ef28ca5c7164505d%2F2025-04-17_22-35-51.png?alt=media). After that, the Role editing form will open, where you can make the necessary changes. In addition to the fields filled out when creating the Role, the editing form includes the GUID (unique identifier assigned to the Role after its creation). This field cannot be edited.


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