> For the complete documentation index, see [llms.txt](https://docs.testfiesta.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.testfiesta.com/administration-tab/roles/create-new-roles.md).

# Create New Roles

<figure><img src="/files/kmG1ZUvknoI1ZR9NhR8t" alt=""><figcaption></figcaption></figure>

On the "Create New Role" page, you can name the role by entering a unique role name, write a description to define its purpose, and assign specific permissions to outline the role’s functions and access levels.

<figure><img src="/files/MM4n8VPzPSU9yftVhku6" alt=""><figcaption></figcaption></figure>

<details>

<summary>Step 1: Set up <strong>Projects permissions</strong></summary>

This permissions allow us to manage, view, create, and edit projects, control user access, close projects to prevent further changes, archive or restore them, and delete projects when needed.

</details>

<figure><img src="/files/ZvKPkIWU2xjSe0tt5tAy" alt=""><figcaption></figcaption></figure>

<details>

<summary>Step 2: Set up Milestones permissions</summary>

This permissions allow us to manage, view, create, and edit milestones. You can also close, block, or delete milestones as needed.

</details>

<figure><img src="/files/W1re1xxNbmaXgEW3rHU3" alt=""><figcaption></figcaption></figure>

<details>

<summary>Step 3: Set up <strong>Dashboard permissions</strong></summary>

This permissions allow us to manage and view milestones, customize the dashboard with new or deleted charts, and adjust chart settings.

</details>

<figure><img src="/files/WThWT79QtAVqMkENOzND" alt=""><figcaption></figcaption></figure>

<details>

<summary>Step 4: Set up Test cases permissions</summary>

This permission allows us to view, create, edit, change positions, add comments, import, export, and remove test cases. Additionally, it includes permissions to create, edit, change positions, and delete test folders.

</details>

<figure><img src="/files/6o5Dj1Qaacf0EgmnmnJm" alt=""><figcaption></figcaption></figure>

<details>

<summary>Step 5: Set up Test runs permissions</summary>

This permission allows us to manage test runs, view existing test runs, create and edit test runs, start test runs and update their statuses, and delete test runs from the system.

</details>

<figure><img src="/files/Eq2OPUekAl5onJDdW0SA" alt=""><figcaption></figcaption></figure>

<details>

<summary>Step 6: Set up Test plans permissions</summary>

This permission allows us to manage test plans, view existing test plans, create and edit test plans, start test plans and update their statuses, and delete test runs from the system.

</details>

<figure><img src="/files/aczkzqnpG5WzlGGw1ueS" alt=""><figcaption></figcaption></figure>

<details>

<summary>Step 7: Set up Defects permissions</summary>

This permission allows users to manage defects, create and edit defect records, and delete defects from the system.

</details>

<figure><img src="/files/y1eLV4DzXsyyTxibfMaN" alt=""><figcaption></figcaption></figure>

<details>

<summary>Step 8: Set up Main dashboard permissions</summary>

This permission allows us to manage the main dashboard, view the dashboard, add new charts, edit dashboard views and chart settings, and delete charts.

</details>

<figure><img src="/files/BYR2X87EMV98GKn43WAQ" alt=""><figcaption></figcaption></figure>

<details>

<summary>Step 9: Set up Reposts permissions</summary>

This permission allows us to manage reports, view reports, create/edit public reports, export reports, and delete reports.

</details>

<figure><img src="/files/kax8QWO7DE2XGP2mwItC" alt=""><figcaption></figcaption></figure>

<details>

<summary>Step 10: Set up Users permissions</summary>

This permission allows us to manage and add new users, invite users (pending administrator approval), and delete users.

</details>

<figure><img src="/files/naOEgyU2VLTiE9yoPhU0" alt=""><figcaption></figcaption></figure>

<details>

<summary>Step 11: Set up Roles permissions</summary>

This permission allows us to manage and edit roles, assign users to various roles (including account admin, project admin, QA lead, tester, client, and billing roles), set roles by project, and delete roles.

</details>

<figure><img src="/files/Od8K8MihLXPVxJYXfYr5" alt=""><figcaption></figcaption></figure>

<details>

<summary>Step 12: Set up Tags permissions</summary>

This permission allows us to manage and edit tags, move them to and from the archive (where they remain hidden), and delete tags.

</details>

<figure><img src="/files/zrxYFvyezqlzRvPMkY9Q" alt=""><figcaption></figcaption></figure>

<details>

<summary>Step 13: Set up Custom fields permissions</summary>

This permission allows us to manage and edit custom fields, utilize fields created by others in their test designs, and delete custom fields.

</details>

<figure><img src="/files/fhM1HOARbvi9Sssl3V9J" alt=""><figcaption></figcaption></figure>

<details>

<summary>Step 14: Set up Shared steps permissions</summary>

This permission allows us to manage, create, and edit shared steps, move them to and from the archive, use shared steps created by others, and delete shared steps.

</details>

<figure><img src="/files/X3LQMD0fcWHhhq9mXXkj" alt=""><figcaption></figcaption></figure>

<details>

<summary>Step 15: Set up Repository permissions</summary>

This permission allows us to manage the repository, including adding, editing, importing, exporting, and deleting test cases and test folders. It also enables organizing test cases within folders and handling test folder operations.

</details>

<figure><img src="/files/nrB9CK7IxAIb9hfBPQcK" alt=""><figcaption></figcaption></figure>

<details>

<summary>Step 16: Set up Billing role permissions</summary>

This permission manages billing information, including full access to subscription details and payment history, with options to modify billing settings and payment methods or restrict access accordingly.

</details>

<figure><img src="/files/xZAxUiJaItjlRHPvpKdl" alt=""><figcaption></figcaption></figure>

<details>

<summary>Step 17: Set up Integration permissions</summary>

This permission allows us to manage integrations, including adding, editing, and deleting integration settings.

</details>

<figure><img src="/files/i2QKKJgTcH5igLMRGFXk" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Set up the permissions according to your requirements. Once you've made your selections, click the "Save changes" button below the list to apply the changes.
{% endhint %}

You have now created a new Role! The following section will focus on Tags that you can assign to sort and search items easier. Click "Next" to begin.


---

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