Creating Custom Roles in Codeless ONE
Every organization functions within its own unique hierarchical structure, designed to meet its specific goals and needs. This hierarchy is composed of various roles, each aligned with distinct responsibilities and tasks. These roles can vary widely, depending on the functions individuals or teams perform within the company. For example, there are roles in management, operations, marketing, human resources, and more, each addressing different aspects of the organization’s objectives. While there may occasionally be some overlap in responsibilities—where one role might assist or complement another—each position is typically tailored to meet a particular organizational requirement, ensuring efficiency and clarity in operations. The division of roles helps maintain order, accountability, and productivity, enabling the organization to function smoothly and meet its strategic goals.
In a Codeless ONE app, each user role comes with specific responsibilities, which determine the level of access, rights, and restrictions associated with that role. The range of roles is diverse, allowing for varying degrees of interaction with the application.
For instance, some roles are designed to have minimal access, functioning primarily as observers. These users can view information but cannot make any changes or interact with the system beyond a basic level. On the other hand, there are roles with more privileges, such as contributors. These users can interact with and modify certain aspects of the application, though their access may still be limited in scope. Finally, there are administrator roles, which are granted full control over the application. Administrators have complete access to all settings, parts, and functionalities, enabling them to manage and oversee the entire system.
Codeless ONE applications come with a set of pre-defined roles that cover common use cases. However, the platform also allows users to create custom roles, providing flexibility to tailor access levels and permissions based on the specific needs of the organization or project. This customization ensures that the application can adapt to a wide range of user responsibilities and organizational structures, making it highly adaptable for various business or operational requirements
Roles do not exist throughout a Workspace, instead they are confined to an application. Therefore, we need to open the desired application, in which we want to create a customized role.
Click on the desired application name to open it.
Step 2: Access the Application Settings
Click on the App Settings icon 
and select the Application Settings option.
Step 3: Go to App Model
Click on the App Model option in the left-hand panel.
Step 4: Open the Roles Tab
Click on the Roles tab to open the relevant options page.
Roles List
By default, an application comes with three roles: Admin, Contributor, and Guest. Each has varying levels of access and rights in the application. We are going to add a new role to the list with our customized rights/settings granted.
Step 5: Create a new role
Click the + New Role button
Step 6: Give a name to the role
Give a proper name to the role that we are going to customize.
Role created!
We have successfully created our customized role, as displayed 
in the list. The right-hand panel 
shows all the settings that we can customize.
Step 7: Customize general properties
Now that we have created our role, it’s time to do the customization. Enable/disable the options to grant/restrict the relevant rights.
Make sure to scroll down and set the relevant rights for the customized role.
Step 8: Click on Objects label
After the customization of general options, let’s delve deeper and customize objects/properties. Click the Objects label to start the process.
Step 9: Customize Objects
Customize the access rights to each object of the app. The options available are Full access (for unlimited access), Read only (for viewing only access) and No access (do we need to explain this? wink!)
Step 10: Customize Object Properties
Now select an object from the Objects list, and customize its properties from the Properties list.
Step 11: Update App
Once all the customization has been done, click on the Update App button, to apply the changes in our app.
Step 12: Confirm updation
Click the Confirm button, to confirm updating the app and complete the customized role creation process.
In this article, we created a customized Sales Executive role, with read-only access to the Training Sessions object. We can see that our customized role can only view the data but can’t create a new training session. Other relevant options (Lists & Charts) are also not available to our Sales Executive role.
Similar access/restrictions are in place throughout the application, according to our customization while creating the Sales Executive role.