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

# Roles

> Give every user the access they need, and nothing more.

User Roles let you define exactly what each user can see and do in
FlexWash. Build a role once, apply it to as many users as you need, and adjust
access for the entire group with a single edit.

This keeps sensitive data such as revenue reports, refund tools, and FlexEngage
campaigns in the right hands, while still giving CSAs, managers, and
specialists the tools they need to do their jobs.

## Why Use Roles

<CardGroup cols={2}>
  <Card title="Granular Access" icon="key">
    Choose from a wide range of individual permissions covering reports,
    customer actions, menu configuration, FlexEngage, and more. Grant only
    what each employee needs.
  </Card>

  <Card title="Reusable Templates" icon="layer-group">
    Define a role once and apply it to every user in that job function.
    Update the role, and access changes for everyone assigned to it.
  </Card>
</CardGroup>

Common examples:

* A **CSA** role that allows viewing customers and washes, but not refunds or
  revenue reports.
* A **Site Manager** role that adds access to local performance reports and
  cash deposits.
* A **Marketing** role that unlocks FlexEngage tools and customer analytics
  without exposing financial data.

## How Roles Work

FlexWash separates roles from the **Admin** role:

* **Admin** is a built-in role with full access to every feature in your
  organization. Use it for owners and trusted operators.
* **Custom roles** are roles you create with a specific set of permissions.
  Apply one or more custom roles to any non-admin user.

A user assigned multiple custom roles receives the combined permissions of
all of them. If any role grants a permission, the user has it.

## Create a Role

<Steps>
  <Step title="Open the Roles page">
    In the left sidebar, click **Roles** in the **Admin** section.

    <Frame>
      <img src="https://mintcdn.com/flexwash/BmCPR0FRJ0vihLVV/configuration/users-and-admin/roles/roles-master.png?fit=max&auto=format&n=BmCPR0FRJ0vihLVV&q=85&s=2598b77aa75d8d24f9890b4d84ce1dc5" alt="Roles in the sidebar" width="4168" height="750" data-path="configuration/users-and-admin/roles/roles-master.png" />
    </Frame>
  </Step>

  <Step title="Click Create">
    Click the **Create** button on the top right of the Roles page to open
    the role form.
  </Step>

  <Step title="Name the role">
    Enter a clear, descriptive name such as `CSA`, `Site Manager`, or
    `Marketing Lead`. Role names must be unique within your organization.
  </Step>

  <Step title="Select permissions">
    Check the box next to each permission this role should grant. Permissions
    are grouped by category, including Dashboards & Reports, Customer Actions,
    Menu Configuration, and FlexEngage.

    <Frame>
      <img src="https://mintcdn.com/flexwash/BmCPR0FRJ0vihLVV/configuration/users-and-admin/roles/roles-detail.png?fit=max&auto=format&n=BmCPR0FRJ0vihLVV&q=85&s=76f1653acfafd51e1eb664178a076419" alt="Role permissions form" width="3642" height="1942" data-path="configuration/users-and-admin/roles/roles-detail.png" />
    </Frame>
  </Step>

  <Step title="Save">
    Click **Save** to create the role. It is now available to assign to any
    user in your organization.
  </Step>
</Steps>

## Edit or Delete a Role

Open **Admin** > **Roles** and click the role you want to change.

* **Edit**: Update the name or adjust the permission set. Changes apply to
  every user assigned to the role on their next sign-in.
* **Delete**: Roles can only be deleted if no active users are assigned to
  them. Reassign affected users first, then delete.

<Warning>
  Permission changes affect every user assigned to a role. Review who is
  assigned before tightening or expanding access.
</Warning>

## Apply a Role to a User

You can assign roles when creating a new user or when editing an existing
one from the [users page](/configuration/users-and-admin/users).
