Managing Roles (Admin Guide)

Roles in InnoSynth-Forjinn are fundamental for implementing Role-Based Access Control (RBAC), allowing administrators to define sets of permissions and assign them to users. This ensures that users only have access to the features and data necessary for their responsibilities.

What are Roles?

A role is a collection of permissions that dictate what actions a user can perform and what resources they can access within the InnoSynth-Forjinn platform. Instead of assigning permissions to individual users, you assign users to roles, which simplifies management and enhances security.

Accessing Role Management

1. Navigate to User & Role Management: From the left-hand sidebar, click on "User & Role Management" (or similar).
2. Select "Roles": You will typically find a sub-section or tab for "Roles," which displays a list of all defined roles.

Default Roles

InnoSynth-Forjinn usually comes with some default roles, such as:

• Admin: Full access to all features, including user and role management, platform settings, and all AI functionalities.
• User: Standard access to create and manage chatflows, agents, credentials, and use the marketplace.
• Viewer: Read-only access, typically for monitoring or reviewing existing workflows without the ability to make changes.

Creating New Roles

1. Click "Add New Role": Look for a button like "Add New Role" or "Create Role".
2. Define Role Details: A form will appear where you can define the new role:
   • Name: Give the role a clear and descriptive name (e.g., "Chatflow Creator," "API Integrator").
   • Description: Provide a brief explanation of what this role is intended for.
   • permissions: This is the most critical part. You will be presented with a list of available permissions (e.g., "create chatflow," "edit credentials," "view logs," "manage users"). Select the specific permissions that this role should have.
3. Save Role: Click "Save" or "Create Role" to add the new role to the system.

Editing Roles

You might need to edit a role to adjust its permissions or update its description.

1. Select Role: From the roles list, click on the role you wish to edit.
2. Click "Edit": Look for an "Edit" button or icon within the role's detail page.
3. Modify permissions: Add or remove permissions as needed.
4. Save Changes: Click "Save" or "Update" to apply your modifications.

Deleting Roles

Deleting a role removes it from the system.

1. Select Role: From the roles list, click on the role you wish to delete.
2. Click "Delete": Look for a "Delete" button or icon.
3. Confirm Deletion: You will be asked to confirm. Important: Ensure no active users are assigned to this role before deleting it, or reassign them to another role first. Deleting a role with assigned users can lead to unexpected access issues.

Assigning Roles to Users

After creating or modifying roles, you can assign them to users via the managing users section. A user can often be assigned multiple roles, and their effective permissions will be the sum of all permissions granted by their assigned roles.

Effective role management is key to maintaining a secure and well-organized InnoSynth-Forjinn environment.