How to Create a New Role in Kayana Partner Admin

This guide explains how to create a new role from the Roles & Permissions section in Kayana Partner Admin. Roles allow you to define what each user can see and do within your organisation.

Steps

1. Log in to Kayana Partner Admin using your credentials.
2. From the left-hand sidebar, select Users & Permissions.
3. Click Roles & Permissions. The Roles & Permissions screen will open. From here you can manage who can see and do what in your organisation.
4. Use the Search field at the top of the screen to check whether a role already exists before creating a new one.
5. Click the + Add New Role button. The Add New Role form will open.
6. Fill in the required details:

Basic Information

• Role Name — Enter a name for the role (maximum 50 characters).
• Role Colour — Click Change Colour to assign a colour to help identify this role across the system.
• Description — Enter a description of what this role can do (maximum 150 characters).

Permissions

Toggle the relevant permissions ON or OFF depending on what this role should have access to:

Note: Dashboard access is mandatory and cannot be toggled off.

1. Once all details and permissions are configured, click the + Create Role button at the bottom of the form.
2. A toast notification will appear confirming the role has been created successfully.
3. You will be returned to the Roles & Permissions screen where your newly created role will appear in the list.

Next Steps

Once your role is created, you can assign it to a user by following the How to Create a New User in Kayana Partner Admin guide.