---
title: "Role"
slug: "role"
description: "Why is Role important, and how to create a Role? Step by Step guides containing all the information that you need to know to help you understand Canary7"
updated: 2025-05-02T14:09:45Z
published: 2025-05-02T14:09:45Z
canonical: "help.canary7.com/role"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.canary7.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Role

## Understanding Role

### What is a Role?

A *Role* defines the specific access, permissions, and responsibilities a user has within Canary7. It determines what actions a user can perform, which areas of the system they can access, and what data they can view or modify. Each role can be assigned to multiple users, ensuring that individuals with similar responsibilities have consistent access levels. By customising roles, organisations can maintain control over system security and ensure that users only have access to the features necessary for their tasks.

Some examples of Roles used in Canary7 include:

- Master Admin
- Warehouse Manager
- Picker
- Packer
- Receiver
- Inventory Controller

### Accessing Role

Within the Navigation menu, click on the search bar, type ''Role'' and click on "Role". Role is also in Configuration, under System Setup > Role.

## Add a Role

Click on the Red Action Button![red action button](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/red%20action%20button.png), this will bring up a drop-down menu, and select "Add"

![clicking on add](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/clicking%20on%20add.png)

### Enter a Name for the Role

![role name](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/role%20name.png)

### Check the permissions needed for this Role

In Canary7, Roles have a lot of options, a warehouse manager will likely have a lot of access to Canary7, but for roles which require less access, check fewer options. Each option will have **add,** **edit and view,** some may also have **delete.** Note this example has all options expanded.

![role permissions](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/role%20permissions.png)

Ensure that![active checked](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/active%20checked.png) is checked so that your role will appear within Canary7. Once created, a Role can be applied to an individual user on the **User** menu.

Once you have selected and entered the required fields, click on the submit button![submit button(1)](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/submit%20button(1).png) to add.