> For the complete documentation index, see [llms.txt](https://docs.flosum.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.flosum.com/global-settings/user-management/overview-of-roles-groups-and-users.md).

# Overview of Roles, Groups, and Users

## ![](https://579543750-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsEk2hU5IMh3HEY5dJZjR%2Fuploads%2FSxcnKlaJKPzDqONWoDNv%2FSummary2-Small-Icon.svg?alt=media\&token=5e3253d0-a069-4ba5-9c06-83c70bd0b21d)Overview

This article provides insight into the functionalities of Flosum's Roles, Groups, and Users, which are essential components for managing user access and permissions within the platform. For step-by-step instructions on creating Roles, Groups, and Users, see the following articles.

* [Creating a Role](/global-settings/user-management/roles/creating-a-role.md)
* [Creating a Group](/global-settings/user-management/groups/creating-a-group.md)
* [Creating a User](/global-settings/user-management/users/creating-a-user.md)

{% hint style="info" %}
Since Users are assigned to Groups and Groups are assigned to Roles, you must first create a Role, then add a Group, and finally add Users.
{% endhint %}

For details about each permission available for the Flosum Cloud Apps, see the following article.

* [Flosum Cloud App Permissions](/global-settings/user-management/flosum-cloud-app-permissions.md)

To learn how to change a Group's Role, see the following article.

* [Changing a Group's Role](/global-settings/user-management/groups/changing-a-groups-role.md)

## How Roles, Groups, and Users Work

In Flosum Cloud Apps, user management is organized through **Roles**, **Groups**, and **Users**, facilitating effective permission management. This hierarchical structure ensures that permissions are clearly defined and can be tailored to meet the specific needs of different teams within the organization. Here's a breakdown of each component:

* **Roles**: A role defines the license used and the permissions for each added Salesforce Organization.
* **Groups**: A group connects users with a specific role. This structure allows you to quickly change permissions for multiple users simultaneously. While a group can only have one assigned role, multiple groups can share the same role.
* **Users**: A user account enables an individual to log in to Flosum apps. Each user can belong to only one group, though many users can be part of the same group.

{% hint style="info" %}

#### SystemAdministrator

The **SystemAdministrator** role and **SystemAdministrator** group are system-defined and can not be modified. The **SystemAdministrator** role is a system-defined role with super-admin privileges. This role grants users full access to the **Global Settings** app and to any other licensed Flosum apps, such as **Backup & Archive**.

* For new accounts, the account creator will automatically be added to the **SystemAdministrator** group with the **SystemAdministrator** role.
* For existing accounts, the root user during migration from User Pool to Global Settings will automatically be assigned to the **SystemAdministrator** group with the **SystemAdministrator** role.
  {% endhint %}

### Example

The screenshot below illustrates the relationship between Roles, Groups, and Users. In this example, users in both Group 1 and Group 3 share the same role.

<figure><img src="https://579543750-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsEk2hU5IMh3HEY5dJZjR%2Fuploads%2FZv3Qcvv3IHZSLPVs8aJG%2FFlosum_Roles_Groups_Users_Example_1.png?alt=media&amp;token=8e0cd411-0d37-4887-9fc1-762f9a8a6847" alt="Flosum Global Settings - Roles, Groups, &#x26; Users Example 1"><figcaption></figcaption></figure>

In the following screenshot, Group 3 has been reassigned to share the same role as Group 2, while Group 1 remains unchanged. This demonstrates how groups provide flexibility in managing user permissions.

<figure><img src="https://579543750-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsEk2hU5IMh3HEY5dJZjR%2Fuploads%2F5p316LuXIUdMWDHHxlDF%2FFlosum_Roles_Groups_Users_Example_2.png?alt=media&amp;token=071cf26e-bcff-49da-8ff8-da8e5eb261e9" alt="Flosum Global Settings - Roles, Groups, &#x26; Users Example 2"><figcaption></figcaption></figure>

{% hint style="warning" %}
When a Group's Role is changed, in the current implementation, all Users are removed and need to be re-added afterward. In future versions, this will change, allowing Role updates without re-adding Users. Refer to this article for detailed instructions.

* [Changing a Group's Role](/global-settings/user-management/groups/changing-a-groups-role.md)
  {% endhint %}


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