> ## Documentation Index
> Fetch the complete documentation index at: https://tbignite.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# User roles

> Define access templates and permission sets for internal team members.

The **User roles** tab defines access templates and permission sets for your internal team members. Good role design is the foundation of security, accountability, and operational separation.

> [!NOTE]
>
> **Where it lives:** Sidebar → **User Configuration** → **User Roles**.

![User Roles list](https://mintcdn.com/tbignite/OlHmB8MlUnxshCJj/images/user-roles/roles-list.png?fit=max\&auto=format\&n=OlHmB8MlUnxshCJj\&q=85\&s=da8fccb61ff68e8bc1c3ff90b0c9c2c3)

The User Roles tab - existing roles with their capability counts, plus Add New.

The list shows every role your firm has created, with its **Name**, **Description**, and **Capabilities** count. **Search** by name or description, click **Add new** to create a role, or the pencil icon to edit one.

## Creating or editing a role

![Edit user role](https://mintcdn.com/tbignite/OlHmB8MlUnxshCJj/images/user-roles/edit-role.png?fit=max\&auto=format\&n=OlHmB8MlUnxshCJj\&q=85\&s=46d9e9b038eade2130b8bd0a80d689b0)

Editing a role - details plus the capability toggles, grouped by area.

**Settings** - pick an optional **Template** (see below), a **Name** (required), and a **Description**.

**Capabilities** - toggle exactly what the role can do, grouped by area:

| Area | Capabilities |
| - | - |
| Challenges | Manage challenges · Read challenges |
| Tickblaze Manager | Read Tickblaze Manager |
| Symbols | Manage symbols · Read symbols |
| User Roles | Assign user roles · Manage user roles · Read user roles |
| Users | Create users · Deactivate users · Manage user notes · Read users · Update users |

> [!TIP]
>
> Grant each capability deliberately: **Manage** allows create and edit; **Read** is view-only. For example, a support role might get **Read challenges**, **Read symbols**, **Read users**, and **Manage user notes** - but not **Manage challenges** or **Deactivate users**.

## Role templates

The **Template** dropdown lets you start a role from a **Tickblaze-provided preset**. Tickblaze creates these templates; your firm chooses whether to use one. For example, a **Support** template applies a ready-made support-agent capability set (review data and make basic adjustments) - select it instead of toggling every capability by hand. Choose **No template** to build a role from scratch.

> [!NOTE]
>
> Want a custom template built for your firm? Reach out to your Tickblaze contact.

See the [Permission matrix](https://tbignite.mintlify.site/permission-matrix.md) for guidance on which **actions** suit which level of trust. It covers sensitive operations rather than these capability toggles one-for-one, so treat it as a companion to this page, not a mapping of it.


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