The Edit Role page (Documentation Index
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/settings/roles/:id) provides a full editor for a custom role, allowing administrators to modify its name and description, configure its permission matrix, and manage which users are assigned to the role.
Overview
No explicit permission gate is on this route. The page loads the role viauseCustomRole(roleId) and fetches current assignees via useRoleAssignees. Updates are submitted through useUpdateRole. The form uses RoleForm for name and description fields, and a PermissionAssignmentMatrix for configuring which permissions are granted to the role. A second Assignees tab shows users currently assigned to the role. A RoleAssignmentDialog allows adding new assignees. The back button navigates to /settings/roles.
Who it’s for
No explicit permission gate on this route.Before you start
- Navigate from the Roles list (
/settings/roles) by clicking a role’s edit action. - Understand the permission matrix structure before making changes that may affect multiple users.
Steps
Open role editor
Navigate to
/settings/roles/:id. The form loads with the role’s current name, description, and permissions.Edit role name and description
Use the
RoleForm fields to update the role’s display name and description.Configure permissions
Use
PermissionAssignmentMatrix to grant or revoke individual permissions for the role.Manage assignees
Switch to the Assignees tab to view current users assigned to this role. Click Assign Users to open
RoleAssignmentDialog.Key concepts
Permission assignment matrix
Permission assignment matrix
PermissionAssignmentMatrix displays all available platform permissions grouped by module. Each permission can be toggled on or off for the role.Role assignees
Role assignees
The Assignees tab shows all users (
useRoleAssignees) currently holding this role. Adding or removing assignees does not affect the role’s permission configuration.Related
Platform Foundation
Platform Foundation overview.
Governance & parity
Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or
billing advice. Verify against your organization’s policies and applicable
regulations before using it for clinical, compliance, or billing decisions.
Protected health information (PHI) shown in the product is governed by your
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Documentation sources
Documentation sources
- src/routes/platform.tsx
- src/platform/roles/pages/EditRolePage.tsx
- src/platform/permissions/hooks/useCustomRoles.ts
- src/platform/permissions/hooks/useRoleAssignments.ts