> ## Documentation Index
> Fetch the complete documentation index at: https://support.getskara.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing Security Roles in Skara

This helps you to set up an organization-wide role hierarchy and share rules between them. A security role defines how different users, can access different types of records.Topics Covered:

* [**Adding Roles**](#adding-roles)
* [**Assigning Roles**](#assigning-roles)

### Adding Roles

To add a new Role:

* Navigate to your **Profile Icon** on the top right corner.
* Go to **Set Up**.
* Head over to **Users & Security**
* Click on the **Security Roles**<img src="https://mintcdn.com/salesmate/h1XO93ZpHtIRdIyw/setup/user-management/images/mceclip1-4.png?fit=max&auto=format&n=h1XO93ZpHtIRdIyw&q=85&s=f1107a424efd7e356f6ef65870362a4d" alt="mceclip1.png" width="2316" height="1112" data-path="setup/user-management/images/mceclip1-4.png" />
* Here, you will be presented with the List of Roles.

<img src="https://mintcdn.com/salesmate/h1XO93ZpHtIRdIyw/setup/user-management/images/mceclip2-4.png?fit=max&auto=format&n=h1XO93ZpHtIRdIyw&q=85&s=a3e12a61778a1cf0c1c7b93f05a78494" alt="mceclip2.png" width="1922" height="1190" data-path="setup/user-management/images/mceclip2-4.png" />

* **Hover** over a \*\*Role \*\*(under which you want to add a Role)
* Click on (**+**) **Add Role**

<img src="https://mintcdn.com/salesmate/h1XO93ZpHtIRdIyw/setup/user-management/images/mceclip3-5.png?fit=max&auto=format&n=h1XO93ZpHtIRdIyw&q=85&s=a9802f3dbbe0e844cf56f991df04e5d3" alt="mceclip3.png" width="1928" height="1106" data-path="setup/user-management/images/mceclip3-5.png" />

* Enter the Role **Name** 
* Choose the **Reporting**  **role**
* Describe the **Role**
* Set the **Data sharing with peers** (Selection of this option allows data to be shared with users on the same Role)

<img src="https://mintcdn.com/salesmate/h1XO93ZpHtIRdIyw/setup/user-management/images/mceclip4-3.png?fit=max&auto=format&n=h1XO93ZpHtIRdIyw&q=85&s=dfe5a35b1704765f675942931986bbf6" alt="mceclip4.png" width="2305" height="1159" data-path="setup/user-management/images/mceclip4-3.png" />

### Assigning Roles

Since the Roles of users evolve within the organization. It may require that you may need to update the **Roles** and **Profile** **Permissions** of users. Here are steps to update Roles and Profile Permissions :

* Navigate to your **Profile Icon** on the top right corner.
* Go to **Set Up**.
* Head over to **Users** **& Security**.
* Click on**Users**

<img src="https://mintcdn.com/salesmate/h1XO93ZpHtIRdIyw/setup/user-management/images/mceclip0-5.png?fit=max&auto=format&n=h1XO93ZpHtIRdIyw&q=85&s=3c1ca57a7b61ddafe1da76aca975aacc" alt="mceclip0.png" width="2680" height="1060" data-path="setup/user-management/images/mceclip0-5.png" />

* Here you get the list of all **Users**.
* Hover over to the **User Name,** **Actions** button will appear next to the name.
* Click on the **Actions** Button and select **Edit**

<img src="https://mintcdn.com/salesmate/h1XO93ZpHtIRdIyw/setup/user-management/images/mceclip5-4.png?fit=max&auto=format&n=h1XO93ZpHtIRdIyw&q=85&s=f7463188b6ac5ac836f38eb1eb8e95a5" alt="mceclip5.png" width="2271" height="1055" data-path="setup/user-management/images/mceclip5-4.png" />

* Go to **Roles** Field to update the information
* Hit **Update** to save the changes.

<img src="https://mintcdn.com/salesmate/h1XO93ZpHtIRdIyw/setup/user-management/images/blobid0-2.png?fit=max&auto=format&n=h1XO93ZpHtIRdIyw&q=85&s=ff19d4082837b4068d8edda3ad8820d5" alt="blobid0.png" width="2650" height="1698" data-path="setup/user-management/images/blobid0-2.png" />
