Before You Start
You need access to the Admin area and permission to create or edit system roles.
Permission changes take effect once the role is saved.
Go to Admin
From the left navigation menu, click Admin.
This opens the Admin area, where you can manage users, roles, logs, integrations, billing, configuration, and notifications.
Open the Roles Tab
At the top of the Admin page, click the Roles tab.
This opens the Roles page, where all system roles are listed.
You can view roles by status using the following tabs:
All Roles
Active
Archived
You can also use the Filter field to search for a specific role.
Review the Available Roles
The Roles table shows each role currently available in your workspace.
Each role includes the following information:
Name: Shows the role name and short description.
Permissions: Shows how many permission rules are assigned to the role.
Users: Shows how many users are currently assigned to the role.
Status: Shows whether the role is Active or Archived.
Actions: Opens additional role options from the three-dot menu.
Example roles may include:
Admin
Manager
Support Worker
Open or Create a Role
To assign staff to a new role, click Create Role.
To assign staff to an existing role, open the role from the Roles table or use the three-dot menu on the right side of the role row.
Add the Role Details
In the Details section, enter the role name and description.
Name
Enter a clear name for the role.
Example:
Support Worker
Description
Add a short description explaining what the role is for.
Example:
Provides direct support to clients.
Select Permissions for the Role
Scroll to the Permissions section.
This section controls what users with this role can access and do in the system.
At the top, you will see a permission count.
Example:
0 of 103 permissions assigned.
Use the Filter permissions search field to quickly find a permission.
Permissions are grouped into categories such as:
Admin - Users
Admin - Roles
Admin - Logs
Admin - Integrations
Admin - Billing
Admin - Configuration
Admin - Reports
Participants
Roster & Shifts
Sites
Staff
Finance
Storage
Leave
Cora Chat
Notice Board
Continuous Improvement
Shift Notes
Registers
NDIS Billing
Other
Tick the checkbox beside each permission you want to include in the role.
Assign Staff to the Role
Scroll down to the Assigned Staff section.
This section shows staff members who can be assigned to the role.
Use the search field to find a staff member by name.
Tick the checkbox beside the staff member you want to assign.
To remove a staff member from the role, untick the checkbox.
Save the Role
Once the role details, permissions, and assigned staff are correct, click Create Role or Save.
Use Create Role when creating a new role.
Use Save when editing an existing role.
After saving, the assigned staff member will receive the permissions included in that role.
The Roles table will also update the number of users assigned to the role.
Important Notes
Permission changes take effect once the role is saved.
If a staff member cannot access a feature, check that the correct permission is selected inside the role.
If a role has no assigned staff, it can still be saved and assigned later.
Archived roles are not usually used for active staff access.