--- title: How to create a Role description: System, Roles --- [Skip to content](https://knowledge.sgworld.com/how-to-create-a-role#main-content) English Show submenu for translations [More support](https://knowledge.sgworld.com/kb-tickets/new?hsLang=en) [Customer portal](https://knowledge.sgworld.com/mytickets?hsLang=en) ![](https://knowledge.sgworld.com/hs-fs/hubfs/Logo%20white%20trans-1.png?width=100&height=75&name=Logo%20white%20trans-1.png) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://knowledge.sgworld.com/kb-tickets/new) - [Customer portal](https://knowledge.sgworld.com/mytickets) Find your answers here - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://knowledge.sgworld.com/?hsLang=en) 2. [SGW5D System Guides](https://knowledge.sgworld.com/sgw5d-system-guides?hsLang=en) 3. [Roles](https://knowledge.sgworld.com/sgw5d-system-guides?hsLang=en#roles) # How to create a Role ## This guide will show the reader how to create a new role and assign permissions. 1. 1. To create a new role, click on your initials in the top right corner of the screen.   ![A screenshot of a computer AI-generated content may be incorrect.](https://knowledge.sgworld.com/hs-fs/hubfs/undefined-Sep-16-2025-06-52-50-8205-AM.png?width=705&height=342&name=undefined-Sep-16-2025-06-52-50-8205-AM.png) 2. Then click on ‘System’.   ![A screenshot of a computer AI-generated content may be incorrect.](https://knowledge.sgworld.com/hs-fs/hubfs/undefined-Sep-16-2025-06-52-57-2411-AM.png?width=699&height=342&name=undefined-Sep-16-2025-06-52-57-2411-AM.png) 3. Using the left-hand navigation panel, click ‘Roles’.   ![A screenshot of a computer AI-generated content may be incorrect.](https://knowledge.sgworld.com/hs-fs/hubfs/undefined-Sep-16-2025-06-53-03-0377-AM.png?width=744&height=363&name=undefined-Sep-16-2025-06-53-03-0377-AM.png) 4. To create a new role, click on the plus symbol in the top right corner of the screen.   ![A screenshot of a computer AI-generated content may be incorrect.](https://knowledge.sgworld.com/hs-fs/hubfs/undefined-Sep-16-2025-06-53-13-8961-AM.png?width=672&height=330&name=undefined-Sep-16-2025-06-53-13-8961-AM.png) 5. You will need to give a name and a description for the role. These can be filled out in the ‘Information‘ box; both name and description are a required field.   ![](https://knowledge.sgworld.com/hs-fs/hubfs/undefined-Sep-16-2025-06-59-50-3731-AM.png?width=901&height=442&name=undefined-Sep-16-2025-06-59-50-3731-AM.png) 6. The ‘Modules’ box is where you will pick out what modules that role has access to. You will see only the modules you have purchased. Tick the module you want the user to have access too.   ![](https://knowledge.sgworld.com/hs-fs/hubfs/undefined-Sep-16-2025-06-59-56-6426-AM.png?width=901&height=444&name=undefined-Sep-16-2025-06-59-56-6426-AM.png) 7. The ‘General’ permissions box is for admin permissions and generic access to modules, such as being able to add people and places.   ![](https://knowledge.sgworld.com/hs-fs/hubfs/undefined-Sep-16-2025-07-00-07-1111-AM.png?width=793&height=393&name=undefined-Sep-16-2025-07-00-07-1111-AM.png) 8. The ‘Notifications’ permission box is what the holders of that role will be notified about.   ![](https://knowledge.sgworld.com/hs-fs/hubfs/undefined-Sep-16-2025-07-00-16-9847-AM.png?width=901&height=444&name=undefined-Sep-16-2025-07-00-16-9847-AM.png) 9. You will next have the module specific permissions. For these permissions to appear you will need to have the module ticked in the ‘Modules’ section, as seen in part (f).   ![](https://knowledge.sgworld.com/hs-fs/hubfs/undefined-Sep-16-2025-07-00-30-3523-AM.png?width=901&height=453&name=undefined-Sep-16-2025-07-00-30-3523-AM.png) 10. To enable a permission, read what that permission does and by clicking any part of that permission you will enable that permission.   ![](https://knowledge.sgworld.com/hs-fs/hubfs/undefined-Sep-16-2025-07-00-40-0899-AM.png?width=901&height=439&name=undefined-Sep-16-2025-07-00-40-0899-AM.png) 11. 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