---
title: "View and Manage Role"
url: "https://psychometric-help.examroom.ai/en/article/view-and-manage-role"
language: "en"
last_updated: "2025-09-16T06:24:47.489Z"
---

# View and Manage Role

The Roles page displays the list of roles that have been created with their assigned permissions. When adding a new user, the role needs to be assigned for user access. 

To view and manage Roles, follow the steps below:

1.  Click **Roles** from the left navigation menu.        
      
    ![](https://cdn-assets.productfruits.com/10537fe1-4ef9-4301-88ba-08e3c3fc621a)  
2.  Click the ![](https://cdn-assets.productfruits.com/3ef7d8a9-ad9a-412c-968f-9e510f50b8ff) **icon** in the right corner to view the Customize Display for the entire page with either **All** **Roles** or **Bookmark** on the page.       
      
    ![](https://cdn-assets.productfruits.com/e77f4885-a028-4feb-85d5-5fdecbcca2c5)

### All Roles

The All Roles section displays the list of all the existing roles including Role ID, Org/Ref. ID, Role Name, Description, Created By, Created Date, No. of Users, Status, and Action.       
  
![](https://cdn-assets.productfruits.com/4b997ba1-7b7c-409b-9c88-da92850cca48)

1.  **Role** **ID**: Unique ID generated when a new role is created.
2.  **Org/Ref**. **ID**: Organization or the reference ID.
3.  **Role** **Name**: Name of the role created.
4.  **Description**: Short description of the role.
5.  **Created** **By**: Who created the role.
6.  **Created** **Date**: Date when the role was created.
7.  **No**. **of** **Users**: Number of users assigned to the role.
8.  **Status**: Status of the role.
    1.  **Active**: When the corresponding role is active.
    2.  **Inactive**: When the end date expires or when the role is inactivate.
9.  **Action**: Where you can![](https://cdn-assets.productfruits.com/b13258be-bea7-464b-a5c9-e37e3725b7ae)**View**, ![](https://cdn-assets.productfruits.com/22ff233f-ff6c-4e53-9a0c-25abc61028dd) **Edit** **Role**, ![](https://cdn-assets.productfruits.com/a4bbeb78-e63c-4a8c-9335-ece744aa4f9c) **Clone** & **Edit**, and ![](https://cdn-assets.productfruits.com/1db92a7f-9e3c-411a-ade4-ea97a6a720d8) **Bookmark/Unbookmark** the roles.       
    **Note**: *On the All Roles page, use the below option to customize the roles list:*
    -   *To view the **Customize** **Display** of the table items, click![](https://cdn-assets.productfruits.com/db23b478-7f9d-4ac1-a29d-de9d4626d4f1)icon at the right corner in the **All** **Roles** tab and select the required check box to display specific column information.*
    -   *Select ![](https://cdn-assets.productfruits.com/e2df5d2e-b06f-4daf-9457-ddb2f32ab184) **Grid** **View** on the top right corner of the page to change the display of the same contents.*

### Edit Role

1.  On the All Roles list, click ![](https://cdn-assets.productfruits.com/d46700be-d1df-4fb1-9475-4fcd88f4045b) **icon** in the **Action** column.
2.  Click **Edit** **Role** to edit the role information.   
      
    ![](https://cdn-assets.productfruits.com/bd3ad3b1-c294-4d86-aca1-efefd67e2e74)  
3.  In the Role details page, you can modify the Role details and Permissions.    
      
    ![](https://cdn-assets.productfruits.com/34e70a62-f8fe-42fb-989b-954326ce9739)    
    ![](https://cdn-assets.productfruits.com/87986e07-c999-4a85-97a8-af47ad590d52)    
    **Note**: *The system does not allow the creation of multiple roles with the same title and permissions.*
4.  Once all the fields are edited, click **Submit** to save the changes. Otherwise, click **Cancel** to exit without saving.

### Clone & Edit

The Clone & Edit option allows you to clone an existing role and then modify creating a new role.

To create a new role by cloning, follow the steps below:

1.  On the Role List page, click the ![](https://cdn-assets.productfruits.com/d46700be-d1df-4fb1-9475-4fcd88f4045b) **icon** in the **Action** column, and select **Clone** **&** **Edit** for the selected role.
2.  Next, you will be directed to the **Add** **New** **Role** page. For more information, click [Add New Role](https://help.psychometricuat.examroom.ai/en/article/add-new-role).

### View Bookmark

The Bookmark tab displays the list of bookmarked roles for further reference. 

To access the bookmarked roles, follow the steps below:

1.  Click **Bookmark** on the **Role** **List** page to view the Role ID, Org./Ref. ID, Role Name, Description, Created By, Created Date, No. of Users, Status, and Action.    
      
    ![](https://cdn-assets.productfruits.com/e9492ed6-75bb-43a5-8cb0-021a7f5074f1)   
    1.  **Role** **ID**: Unique ID generated when a new role is created.
    2.  **Org/Ref**. **ID**: Organization or the reference ID.
    3.  **Role** **Name**: Name of the role created.
    4.  **Description**: Description of the role.
    5.  **Created** **By**: Who created the role.
    6.  **Created** **Date**: Date when the role was created.
    7.  **No**. **of** **Users**: Number of users assigned to the role.
    8.  **Status**: Status of the role.
        1.  **Active**: When the role is active.
        2.  **Inactive**: When the end date expires or when the role is made inactivate.
    9.  **Action**: Where you can ![](https://cdn-assets.productfruits.com/7b8c5fb9-b324-4b27-bd68-71b04c30d6ad) **View**, ![](https://cdn-assets.productfruits.com/d83404bc-eb37-49ca-bd79-00b4f5b1e61c)**Edit** role,![](https://cdn-assets.productfruits.com/3b985599-c9e7-47e2-84b9-7b2840282282) **Clone** **&** **Edit**, and ![](https://cdn-assets.productfruits.com/d9b3e9ea-9925-4f6b-b222-f3859f115223) **Bookmark/Unbookmark** the roles.    
        **Note**: *On the Bookmark tab, use the below option to customize the roles list:*
        -   *To view the **Customize** **Display** of the table items, click*![](https://cdn-assets.productfruits.com/d46700be-d1df-4fb1-9475-4fcd88f4045b)***icon** at the right corner in the **Bookmark** tab and select the required check box to display specific column information.*
        -   *Select ![](https://cdn-assets.productfruits.com/0f30c15e-bbcc-46e2-991c-57b63e3363e8) **Grid** **View** on the top right corner of the page to change the display of the same contents.*

### Bookmark a Role

To bookmark the roles, follow the steps below:

1.  Click **Role** from the left side menu.    
      
    ![](https://cdn-assets.productfruits.com/eb77bd5c-c43f-4bfa-8616-315f140dbcd8)  
2.  Select the Role you want to bookmark from the **All** **Roles** table.
3.  Click the![](https://cdn-assets.productfruits.com/745b0ac2-abe3-4874-854e-c51446aea423)**icon** in the **Action** column.
4.  Click **Bookmark** to bookmark the Role ID and to display it under the Bookmark section.