---
title: "Roles & Permissions"
slug: "roles-permissions"
updated: 2024-01-01T11:54:32Z
published: 2024-01-01T11:54:32Z
canonical: "success.panaya.com/roles-permissions"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://success.panaya.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Roles & Permissions

Panaya's Roles & Permissions console allows you to select **predefined roles** (Tester, Developer, Test Manager, etc.) or **define your own**. Each role is assigned with specific Permissions of your choice for each area of the Panaya application (Testing, ERP Configuration, Administration, etc.). You can then attach Roles to actual project users under [User Management](/v1/docs/how-to-manage-users-in-panaya).

Learn how to [Copy Roles & Permissions](/v1/docs/how-to-copy-roles-permissions-from-one-system-to-another) from one ERP System to another

You need to be granted the [**Administrator Predefined Role**](/v1/docs/what-are-predefined-roles) or Granted the permission to **Manage Roles and Permission to** view these screens **for the relevant ERP system ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1639645068726.png)**

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## **Defining Roles & Permissions**

1. Click on the **Settings button![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1639645077598.png)** to open up the Settings panel
2. Select **Roles & Permissions**
3. Use the drop-down list to select the **relevant System.**  
![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1639645089966.png)

## 

## 

## Roles

### Predefined Roles

You can select from the predefined roles listed [here](/v1/docs/what-are-predefined-roles). Each predefined role already has its permissions assigned to it. Select each predefined role from the drop-down list to display a short explanation about it.

### ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1639645101127.png)![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1639645112156.png) **Modifying Permissions for Predefined Roles**

Once a predefined role is selected, you can **modify its permissions** by clicking on the pencil icon![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1639645125049.png) next to each permission. Select or deselect the permissions and then click to **Save Changes**.

![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/roles%20and%20permissions%20gif%202(1).gif)

You cannot modify permissions for the **Administrator** Role**.**

- The **Administrator Role** has all permissions granted **for a connected project only.**  
The Administrator does not necessarily have access to view all projects.
- If a user creates a project, the user will automatically be assigned the **project** **manager** role for the created project.

You can also **change the name of a predefined role** by clicking on the pencil ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1639645249594.png) next to its name. You can also **modify its description** or **discard** it. ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1639645263613.png)

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### **Create your Custom Roles**

You can also create your customized roles with a custom description and permissions.

1. Click on **Create New Role**  
![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1639645273180.png)
2. Type the **Role name and description** (optional) and click **Save** **role**
3. Once a predefined role is selected, you can **modify its permissions** by clicking on the pencil icon ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1639645283386.png) next to each permission.  
Select or deselect the permissions and then click to **Save Changes**.  
![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/roles%20and%20permissions%20gif%202%20(1).gif)

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### **To Delete a Role**

Select the role you wish to delete and click on **Delete role.** ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1639645314434.png)

## Related

- [Creating Test Automation Users](/test-automation-users.md)