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Role

⚠️ This section is accessible only by users with the power_user role.

The Role List page displays all defined roles within the Koala System. Each role governs the level of access and permissions assigned to users within a specific tenant.

Description

Each row in the Role List represents a unique role definition. The following columns are available:

  • Description: A human-readable name for the role (e.g., "Client Reporting Role").
  • Role Key: The internal identifier used by the system (e.g., client_reporting).
  • Tenant Key: The key of the tenant this role belongs to.
  • Tenant Name: The display name of the associated tenant.

Actions

  • 🖊️ Edit Role: Click the purple pencil icon to update the role's description.
  • 🗑️ Delete Role: Click the red trash icon to delete a role (if permitted).
  • Create New Role: Click the Create New button at the top to define a new role by entering its description and role key.
Role

Use Case

Roles are essential for controlling feature access and enforcing security boundaries between users. For example:

  • A client_finance role may grant access only to the invoicing and reconciliation modules.
  • A tenant_admin role may provide full access across all modules within that tenant.

Roles are tenant-specific and must be configured accordingly to maintain secure access control across multi-tenant environments.