Creating New Roles

You can define roles to assign different permissions to the app users.

Roles are strictly related to directories. During the role creation, you must include one of your directories to specify users or users’ groups a role can be applied to. Within the same app, you can select various directories for each role.

All your app users need to have a role assigned to a particular segment, to get access to AppPages in this segment. Every user role that you configure has its own protected segment that only users within that role can access after logging in to the application. When you create a role, Flex automatically adds a dedicated segment that is the only segment for that role.

Steps to define application roles 

1. From the sidebar navigation menu, select Roles.  
2. In the upper right corner, click the Create role button.  
3. In the modal that opens, enter the role name. 
   As app objects, role names must be unique within an app. 
   
4. Select a directory associated with a role.
   
   If the need arises, you can later change the directory with a different one with the Replace directory option removing all users and groups from a role. For more information, see Caspio Directories.
   
5. Click Create. 

Default permissions are automatically added to a role. You can also add custom permissions to define more complex criteria. Learn more.