> 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/roles/creating-a-role.md).

# Creating a Role

{% hint style="success" %}

#### Required User Credentials

\[**Flosum User**] - **SystemAdministrator** Role
{% endhint %}

## ![](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

In Flosum Global Settings, a Role specifies what permissions are granted. Roles are granular, allowing you to set permissions individually for each Salesforce organization. This article explains how to create a Role and add permissions. For details on each permission, see the following article.

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

For more information on how Flosum roles, groups, and users function, see the following article.

* [Overview of Roles, Groups, and Users](/global-settings/user-management/overview-of-roles-groups-and-users.md)

{% hint style="info" %}

#### SystemAdministrator Role

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**, DevOps, and Data Migrator. This is the only role that can add and remove organizations as well as update organization tokens.
{% endhint %}

## Creating a Role

This guide demonstrates how to set up a Role with full access to Backup & Archive, DevOps, and Data Migrator for the Dev1 organization, providing a comprehensive example of all available permissions. However, a Role can be created with any combination of apps, organizations, and permissions.

{% stepper %}
{% step %}

### Access Global Settings

1. From any **Flosum Cloud App**, click the **App Switcher** icon at the top of the left sidebar menu.

   <div align="left"><figure><img src="https://579543750-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsEk2hU5IMh3HEY5dJZjR%2Fuploads%2Fgh5FcQCnErKAjJ7isiuB%2FGS-Access-01.png?alt=media&amp;token=ddf01506-f133-4e49-825a-76a2a237e3a8" alt="" width="563"><figcaption></figcaption></figure></div>
2. Click **Global Settings**.&#x20;

   <div align="left"><figure><img src="https://579543750-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsEk2hU5IMh3HEY5dJZjR%2Fuploads%2Fx5vntzgpLuT50fMTzwT9%2FGS-Access-02.png?alt=media&amp;token=f67a125f-5087-47c2-9bc6-9393c3d2b7a5" alt="" width="563"><figcaption></figcaption></figure></div>
3. The **Global Settings** app will open in a new tab.

{% hint style="info" %}
Global Settings can also be accessed by logging in directly via the Flosum Cloud Apps Login URL. See the following article for login instructions.

* [Log In To Global Settings](/global-settings/getting-started/log-in-to-global-settings.md)
  {% endhint %}
  {% endstep %}

{% step %}

### Create a Role

1. Click **Roles** from the sidebar menu.
2. Click **Create**.

   <div align="left"><img src="https://579543750-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsEk2hU5IMh3HEY5dJZjR%2Fuploads%2Fi0XwGyVZFqWvMSBd3l7l%2FGSCreatingARole-Create-01.png?alt=media&amp;token=c99c352c-6707-413d-8683-9db8663eaa99" alt="" width="563"></div>
3. Enter a **Name** and **Description** for the role.

   <div align="left"><img src="https://579543750-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsEk2hU5IMh3HEY5dJZjR%2Fuploads%2FDwQWcCYmxDaEPlvPrBQm%2FGSCreatingARole-Create-02.png?alt=media&amp;token=2ce60439-10f4-41dc-8f02-19264a6d0f3c" alt="" width="563"></div>

{% endstep %}

{% step %}

### Configure Backup & Archive Role

To add any permissions for the Backup & Archive app, follow the instructions below.

1. Click the **Backup & Archive** tab.
2. Select the **License** to use for this role.

   <div align="left"><img src="https://579543750-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsEk2hU5IMh3HEY5dJZjR%2Fuploads%2F5UCbCupjzSxKoPX9Yy1a%2FGSCreatingARole-Create-BA-01.png?alt=media&amp;token=019cdc1c-73e8-45d1-b627-129a94c39403" alt="" width="563"></div>
3. In the **Manage organization permissions** section, click **Add Organizations**.

   <div align="left"><img src="https://579543750-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsEk2hU5IMh3HEY5dJZjR%2Fuploads%2FP2ijxwQZoiYrGS7CHHP6%2FGSCreatingARole-Create-BA-02.png?alt=media&amp;token=18edc8c5-3d8c-4600-af1f-58e8d97b3d50" alt="" width="563"></div>
4. Select the box next to the **Organization** for which you wish to assign permissions for this role.
5. Click **Add**.

   <div align="left"><img src="https://579543750-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsEk2hU5IMh3HEY5dJZjR%2Fuploads%2FhVYRJNFb0ucLLyS5S4sJ%2FGSCreatingARole-Create-BA-03.png?alt=media&amp;token=2c93543e-557e-4d5e-bf46-9ba62d6b58dd" alt="" width="375"></div>
6. Select any of the permission boxes you wish to add to each organization. Refer to the [Backup & Archive Permissions](/global-settings/user-management/flosum-cloud-app-permissions/backup-and-archive-permissions.md) article for detailed information on the permissions each allows.

   <div align="left"><img src="https://579543750-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsEk2hU5IMh3HEY5dJZjR%2Fuploads%2FoligQoYuWjGtMzLwzXmK%2FGSCreatingARole-Create-BA-04.png?alt=media&amp;token=f3f246e8-ffae-4af6-bc73-0002f5d407dc" alt=""></div>

{% endstep %}

{% step %}

### Configure DevOps Role

To add any permissions for the DevOps app, follow the instructions below.

1. Click the **DevOps** tab.
2. Select the **License** to use for this role.&#x20;

   <div align="left"><figure><img src="https://579543750-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsEk2hU5IMh3HEY5dJZjR%2Fuploads%2Fz7G1HtugVzZ2sGfsnJfi%2FGSCreatingARole-Create-DO-01.png?alt=media&amp;token=77214500-1d8d-4dde-8d76-a8587aa2834d" alt="" width="563"><figcaption></figcaption></figure></div>
3. Select the **Common permissions** for **Pipelines** and **Pull requests**. Refer to the [DevOps Permissions](/global-settings/user-management/flosum-cloud-app-permissions/devops-permissions.md) article for detailed information on the permissions each option allows.&#x20;

   <div align="left"><figure><img src="https://579543750-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsEk2hU5IMh3HEY5dJZjR%2Fuploads%2FZBbyiLt0lov7cay7elBu%2FGSCreatingARole-Create-DO-02.png?alt=media&amp;token=2a31fa2c-9678-4788-b1bd-20ccfcc25e86" alt="" width="563"><figcaption></figcaption></figure></div>
4. In the **Manage organization permissions** section, click **Add Organizations**.&#x20;

   <div align="left"><figure><img src="https://579543750-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsEk2hU5IMh3HEY5dJZjR%2Fuploads%2FOZDc4IRz4oUNWnJSQtVm%2FGSCreatingARole-Create-DO-03.png?alt=media&amp;token=85a49084-05f8-4852-bfa3-50f926914101" alt="" width="563"><figcaption></figcaption></figure></div>
5. Select the box next to the **Organization** for which you wish to assign permissions for this role.
6. Click **Add**.&#x20;

   <div align="left"><figure><img src="https://579543750-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsEk2hU5IMh3HEY5dJZjR%2Fuploads%2FIRL1pCnjvXRJClyTdLoD%2FGSCreatingARole-Create-DO-04.png?alt=media&amp;token=0d6e7488-0ef7-4460-a70f-97f9fa632b7f" alt="" width="375"><figcaption></figcaption></figure></div>
7. Select any of the permission boxes you wish to add to each organization. Refer to the [DevOps Permissions](/global-settings/user-management/flosum-cloud-app-permissions/devops-permissions.md) article for detailed information on the permissions each allows.&#x20;

   <div align="left"><figure><img src="https://579543750-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsEk2hU5IMh3HEY5dJZjR%2Fuploads%2F9kAh9pdZeazwHukMwEYU%2FGSCreatingARole-Create-DO-05.png?alt=media&amp;token=8da7d349-1a9a-4d18-bf68-35d40bd6e787" alt="" width="563"><figcaption></figcaption></figure></div>

{% hint style="warning" %}
If the **Read access** license is selected, you will not be able to select any permissions for an organization.
{% endhint %}
{% endstep %}

{% step %}

### Configure Data Migrator Role

To add any permissions for the Data Migrator app, follow the instructions below.

1. Click the **Data Migrator** tab.
2. Select the **License** to use for this role.&#x20;

   <div align="left"><figure><img src="https://579543750-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsEk2hU5IMh3HEY5dJZjR%2Fuploads%2FRFgGZBmTNRakVbboUQeO%2FGSCreatingARole-Create-DM-01.png?alt=media&amp;token=1ea58207-3155-4ca1-b6ff-b89c1b7edd3b" alt="" width="563"><figcaption></figcaption></figure></div>
3. In the **Manage organization permissions** section, click **Add Organizations**.&#x20;

   <div align="left"><figure><img src="https://579543750-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsEk2hU5IMh3HEY5dJZjR%2Fuploads%2Fwrs06EHsWKaZXkwOvROv%2FGSCreatingARole-Create-DM-02.png?alt=media&amp;token=dcd1851d-0e2a-45a2-912d-db9d03ad235d" alt="" width="563"><figcaption></figcaption></figure></div>
4. Select the box next to the **Organization** for which you wish to assign permissions for this role.
5. Click **Add**.&#x20;

   <div align="left"><figure><img src="https://579543750-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsEk2hU5IMh3HEY5dJZjR%2Fuploads%2FpQMm5tetGeGawqHA3vIn%2FGSCreatingARole-Create-DM-03.png?alt=media&amp;token=2c14dd75-9d0e-4e05-8fb6-f8a1165a4da3" alt="" width="375"><figcaption></figcaption></figure></div>
6. Select any of the permission boxes you wish to add to each organization. Refer to the [Data Migrator Permissions](/global-settings/user-management/flosum-cloud-app-permissions/data-migrator-permissions.md) article for detailed information on the permissions each allows.&#x20;

   <div align="left"><figure><img src="https://579543750-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsEk2hU5IMh3HEY5dJZjR%2Fuploads%2FUauGTE4JnFiNazHutTGw%2FGSCreatingARole-Create-DM-04.png?alt=media&amp;token=a6def528-6728-4146-97a0-1b2e7289ba6f" alt="" width="563"><figcaption></figcaption></figure></div>

{% endstep %}

{% step %}

### Create Role

After configuring the Role's permissions, proceed to create and review it.

1. Click **Create**.

   <div align="left"><img src="https://579543750-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsEk2hU5IMh3HEY5dJZjR%2Fuploads%2FuUZZxvIlTJ63cT2pXqIn%2FGSCreatingARole-Create-Finish-01.png?alt=media&amp;token=a0b55f80-f792-4e70-a88d-914da91ac708" alt="" width="563"></div>
2. Once created, review each app's permissions.
3. Click the **Backup & Archive** tab.&#x20;

   <div align="left"><figure><img src="https://579543750-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsEk2hU5IMh3HEY5dJZjR%2Fuploads%2FcWnzijiLj2QUwZor8Vcy%2FGSCreatingARole-Create-Finish-02.png?alt=media&amp;token=ac8382a2-6d3e-44d0-8b51-762753c7ce60" alt="" width="563"><figcaption></figcaption></figure></div>
4. Click the **DevOps** tab.&#x20;

   <div align="left"><figure><img src="https://579543750-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsEk2hU5IMh3HEY5dJZjR%2Fuploads%2FrgQugCe5MSM13qZwIuss%2FGSCreatingARole-Create-Finish-03.png?alt=media&amp;token=04f9b75c-f209-4413-be0f-96d1a0bdf4d1" alt="" width="563"><figcaption></figcaption></figure></div>
5. Click the **Data Migrator** tab.&#x20;

   <div align="left"><figure><img src="https://579543750-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsEk2hU5IMh3HEY5dJZjR%2Fuploads%2FajFMGmcBCJIMNBaZ1UNb%2FGSCreatingARole-Create-Finish-04.png?alt=media&amp;token=bd87a950-9fd9-4138-85f2-7fd369713a5e" alt="" width="563"><figcaption></figcaption></figure></div>

{% endstep %}
{% endstepper %}


---

# Agent Instructions
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Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
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