---
title: "Manage roles"
slug: "manage-roles"
description: "Create and manage roles and associated permissions."
updated: 2024-04-17T20:51:50Z
published: 2024-04-17T20:51:50Z
canonical: "docs.zilliant.com/manage-roles"
---

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

# Manage roles

Roles allow you to combine specific permissions in IQ Interface.

Go to the **Roles** worksheet in **User Management** > **Role Setup** to view and edit roles. Expand a role to view its associated permissions.

          Important

          

The **Apply Group Permissions** worksheet action in the **Roles** worksheet assigns the **Admin** role to all users registered with a Zilliant email address, regardless of their current role.

## Create a role

1. From the Manager Dashboard, expand **User Management** and select **Role Setup**.
2. In the **Roles** worksheet, select Insert Row.
3. On the **Insert row** dialog, enter a name for the role.
4. Select **Save**.

## Add permissions to a role

1. From the Manager Dashboard, expand **User Management** and select **Role Setup**.
2. In the **Roles** worksheet, expand the role you want to change.
3. Right-click the role header, then select **Add Role Permissions**.
4. On the **Insert row** dialog, select a permission to add to the role.
5. Select **Save**.
6. Select the **Apply Group Permissions** worksheet action to save your changes.

## Remove permissions from a role

1. From the Manager Dashboard, expand **User Management** and select **Role Setup**.
2. In the **Roles** worksheet, expand the role you want to change.
3. Right-click the row containing the role and permission you want to remove (or **Shift+click** to select multiple rows), then select **Delete row(s)**.
4. Select the **Apply Group Permissions** worksheet action to save your changes.

### Roles and permissions

The following tables list IQ Interface roles and the default permissions associated with each role.

          Note

          

Permissions associated with roles in your implementation may be different.

#### No Access

The **No Access** role forbids users to access and interact with the content in IQ Interface.

#### Admin

| Name | Permission |
| --- | --- |
| `"EditLockedFilters"` | Edit locked filters |
| `"FolderCreate"` | Create folders |
| `"FolderCreateNewWorkbook"` | Create workbooks in folders |
| `"FolderDelete"` | Delete folders |
| `"FolderEditProperties"` | Edit folder properties |
| `"FolderMove"` | Move folders |
| `"FolderUpdateSharingSettings"` | Update folder sharing settings |
| `"FolderView"` | View folders |
| `"ManageUserSettings"` | Manage user settings |
| `"ViewLockedFilters"` | View locked filters |
| `"WorkbookCreate"` | Create workbooks |
| `"WorkbookCreateNewWorksheet"` | Create worksheets in workbooks |
| `"WorkbookDelete"` | Delete workbooks |
| `"WorkbookEditProperties"` | Edit workbook properties |
| `"WorkbookMove"` | Move workbooks |
| `"WorkbookUpdateSharingSettings"` | Update workbook sharing settings |
| `"WorkbookView"` | View workbooks |
| `"WorksheetActionExecute"` | Run worksheet actions |
| `"WorksheetAddRecords"` | Add records to worksheets |
| `"WorksheetDelete"` | Delete worksheets |
| `"WorksheetDeleteRecords"` | Delete worksheet records |
| `"WorksheetEditProperties"` | Edit worksheet properties |
| `"WorksheetEditRecords"` | Edit worksheet records |
| `"WorksheetManageColumns"` | Manage worksheet columns |
| `"WorksheetManageKPICards"` | Manage KPI cards |
| `"WorksheetMove"` | Move worksheets |
| `"WorksheetUpdateSharingSettings"` | Update worksheet sharing settings |
| `"WorksheetView"` | View worksheets |

#### Creator

| Name | Permission |
| --- | --- |
| `"FolderCreate"` | Create folders |
| `"FolderCreateNewWorkbook"` | Create workbooks in folders |
| `"FolderView"` | View folders |
| `"WorkbookCreateNewWorksheet"` | Create worksheets in workbooks |
| `"WorkbookView"` | View workbooks |
| `"WorksheetActionExecute"` | Run worksheet actions |
| `"WorksheetAddRecords"` | Add records to worksheets |
| `"WorksheetDeleteRecords"` | Delete worksheet records |
| `"WorksheetEditProperties"` | Edit worksheet properties |
| `"WorksheetEditRecords"` | Edit worksheet records |
| `"WorksheetManageColumns"` | Manage worksheet columns |
| `"WorksheetManageKPICards"` | Manage worksheet columns |
| `"WorksheetView"` | View worksheets |

#### Editor

| Name | Permission |
| --- | --- |
| `"FolderView"` | View folders |
| `"WorkbookView"` | View workbooks |
| `"WorksheetActionExecute"` | Run worksheet actions |
| `"WorksheetAddRecords"` | Add records to worksheets |
| `"WorksheetDeleteRecords"` | Delete worksheet records |
| `"WorksheetEditRecords"` | Edit worksheet records |
| `"WorksheetView"` | View worksheets |

#### Viewer

| Name | Permission |
| --- | --- |
| `"FolderView"` | View folders |
| `"WorkbookView"` | View workbooks |
| `"WorksheetView"` | View worksheets |

Buttons that are unique to a worksheet are in the top-right corner of your screen. These buttons are called **worksheet actions**.

![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Glossary/add_60.png?sv=2026-02-06&spr=https&st=2026-11-03T03%3A11%3A15Z&se=2026-11-03T04%3A11%3A15Z&sr=c&sp=r&sig=ZTQVHT5tcM7atS6yD2thZZEB9%2Fi2fe2XskbmLfwfVFw%3D)

Insert Row