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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.

Role management page at /settings/roles where organization administrators create and manage custom roles and review system roles.

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Overview

The Roles page displays two tabs — Custom Roles and System Roles — loaded via useCustomRoles. Custom roles are organization-specific and can be created, edited, and deleted; system roles are platform-provided and read-only. The page guards against missing user or organization context with an error message. Navigation to create a new role goes to /settings/roles/new; editing an existing role goes to /settings/roles/:id.

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Who it’s for

No explicit permission gate on this route. The component requires a valid authenticated user and an active organization context.

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Before you start

  • You must be signed in with a valid organization context.
  • Understand your organization’s access model before creating or modifying roles.

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Steps

  1. Navigate to /settings/roles.
  2. On the Custom Roles tab, review existing custom roles for your organization.
  3. To create a new role, navigate to /settings/roles/new.
  4. To edit a role, click its row to navigate to /settings/roles/:id.
  5. Review the System Roles tab to see platform-provided roles.

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Key concepts

Custom role — A role created by your organization with a specific set of permissions. Scoped to the organization. System role — A platform-provided role that cannot be modified. SME: confirm the full list of system roles.

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/RolesPage.tsx
  • src/platform/permissions/hooks/useCustomRoles.ts
  • src/platform/roles/components/RoleList.tsx