# Roles

## Overview

A **Role** is a named set of permissions. Every user in the system must be assigned a role — the role determines what they can see and do across all modules.

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/scaled-1680-/BNaimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/BNaimage.png)

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## The Roles Screen

Go to **Roles & Users → Roles**. From here you can:

<table id="bkmrk-action-description-s" style="width: 100%;"><thead><tr><th style="width: 14.8955%;">Action</th><th style="width: 85.1442%;">Description</th></tr></thead><tbody><tr><td style="width: 14.8955%;">**Show Tree**</td><td style="width: 85.1442%;">View the full role hierarchy as a tree — shows how roles relate to each other via their parent roles. [![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/scaled-1680-/Jx3image.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/Jx3image.png)

</td></tr><tr><td style="width: 14.8955%;">**Create Role**</td><td style="width: 85.1442%;">Add a new role.  
</td></tr></tbody></table>

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## Creating a Role

1. Click **Create Role**.
2. Fill in the role details and select its permissions (see Permissions Reference page).
3. Select the **Parent Role** — the role above this one in the hierarchy tree. This determines which users will be able to see data from users assigned to this role.
4. Save. [![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/scaled-1680-/2IVimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/2IVimage.png)

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## How the Role Tree Works

When creating a user, you select both a **Role** and a **Parent User**. The system uses the parent role structure to determine the hierarchy. When assigning a user's parent, it looks at the parent role selected on the role — and shows you all users who have that parent role assigned, so you can pick the correct one.

> 💡 **Example:** You create a "Salesman" role with "Sales Manager" as its parent role. When you create a user with the Salesman role and need to pick their Parent User, the system shows all users who have the Sales Manager role — you pick the specific manager this salesman reports to.

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## Role Permissions

Permissions are organized into groups. Each group covers a specific area of the CRM. See the **Permissions Reference** page for the full breakdown of every permission and what it controls.

The **Select All** option within each group grants every permission in that group at once.

> ⚠️ Some permissions have dependencies — enabling one may require another to be enabled as well, or a permission may be useless without a related one. Review the Permissions Reference carefully when building a new role.