All User Roles
Overview
The All Roles page displays all configured user roles in the system. It provides an Advanced Search panel for filtering, and a User Roles table showing each role's name, position, description, status, and available actions.
Navigate to: Administration > User Management > User Roles > All Roles
Advanced Search
| Filter Field | Type | Description |
|---|---|---|
| Role Name | Text | Search by the name of the user role |
| Status | Dropdown | Filter by status: Active or Inactive. Default is Active |
!!! tip "Search & Reset" - Click the 🔍 Search button (teal) to apply the filters - Click the ↺ Reset button to clear all filters and reload the full list
User Roles Table
| Column | Description |
|---|---|
| SL NO | Serial number / row index |
| Company Name | The company this role is associated with (if applicable) |
| Name | The role name (e.g. National Auditor, System Admin, Auditor Role) |
| User Position | The EMS position mapped to this role (e.g. National Auditor, President) |
| Description | A brief description of the role's purpose |
| Status | Current status badge — Active (teal) or Inactive (grey) |
| Action | ✏️ Edit — opens the role for editing / 🗑️ Delete — removes the role |
!!! info "Pagination" The roles list is paginated. Use the ‹ › navigation arrows or click a page number at the bottom to move between pages.
Actions
➕ Add New Role
Click the + button on the top-right of the User Roles header bar to navigate to the New Role form.
✏️ Edit a Role
Click the pencil (✏️) icon in the Action column of any row to open that role's record for editing, including its permissions.
🗑️ Delete a Role
Click the trash (🗑️) icon in the Action column to delete the role.
!!! warning "Deleting a Role" Deleting a role that is currently assigned to one or more users will affect their access. Ensure no active users are assigned to the role before deleting it.
Step-by-Step: How to Search for a Role
- Go to Administration → User Management → User Roles → All Roles
- In the Advanced Search panel, enter a Role Name or select a Status
- Click the 🔍 Search button
- The table updates to show matching results
- To clear filters and view all roles, click the ↺ Reset button
!!! success "Expected Result" The table displays only the roles matching the selected filter criteria.