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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

Administrators can create a new custom role at /settings/roles/new. This route renders CreateRolePage from src/platform/roles/pages/CreateRolePage.tsx with no additional permission wrapper on the route itself.

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Overview

The New Role page presents a RoleForm for defining a custom role. The form collects a role name, optional description, and permission assignments. The useCreateRole() mutation (from useCustomRoles) persists the new role scoped to the current organization. The page guards against missing user or organization context and redirects to /settings/roles on successful creation or if context is unavailable.

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Who it’s for

No explicit permission gate on this route. Parent route /settings/roles is accessible to users with pf.users.manage.

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Before you start

  • Your account must have access to Settings > Roles (typically requires pf.users.manage).
  • Identify the permissions to assign before creating the role.

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Steps

  1. Navigate to Settings > Roles and select New Role, or go directly to /settings/roles/new.
  2. Enter a Name for the role.
  3. Add an optional Description.
  4. Assign permissions using the role form.
  5. Save the role.

Platform Foundation

Platform Foundation overview.

Governance & parity

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 tenant’s access controls and is never exposed in this documentation.
  • src/routes/platform.tsx
  • src/platform/roles/pages/CreateRolePage.tsx
  • src/platform/permissions/hooks/useCustomRoles.ts