---
title: Create or rename a user role in Boss’nX
description: Create a Boss’nX role with its label, capabilities, scope, datapoint rules and notifications, or rename an existing role, then check the saved result.
canonical: https://wiki.can-nx.com/en/guides/boss-role-create/
language: en
product: Boss’nX
audience:
  - administrateur
  - installateur
context: "Boss’nX: Users then Roles in a supervision, with the Manage roles capability"
---

# Create or rename a user role in Boss’nX

Context: Boss’nX: Users then Roles in a supervision, with the Manage roles capability

In Boss’nX, a role brings together the capabilities, component scope, datapoint rules and alarm notifications applied to the accounts that use it. Create it from **New role**, prepare its rights in the four sections of the editor, then save it; an existing role is renamed from **Edit**.

Intended for the administrator or installer authorized to manage roles. Creating a role does not create a user account: to assign the prepared role, follow [create an account](https://wiki.can-nx.com/en/guides/boss-users-create/) or [change the role of an existing account](https://wiki.can-nx.com/en/guides/boss-users-edit/).

## Before you start

- Your role has the **Manage roles** capability.
- You have [reviewed the existing roles](https://wiki.can-nx.com/en/guides/boss-roles-consult/) to check whether one of them already meets the need.

## Open New role

1. Open the relevant supervision, then **Menu → Users**, **Roles** tab.
2. Click **New role**, at the top of the list.
3. In **Label**, enter an understandable name, for example “Building reception” (fictitious example). An empty label or one made only of spaces is refused with **Label is required**.

The form opens on **Capabilities**. Initially, all capabilities are disabled, the **Components & Building** scope covers all components and no datapoint or notification rule is defined. Check these sections before creating the role.

## Prepare the rights in the four sections

| Section | Choices to prepare |
| --- | --- |
| **Capabilities** | Enable the useful actions and check the capabilities associated automatically. See [capabilities and logs scope](https://wiki.can-nx.com/en/guides/boss-role-capabilities/), as well as [the allowed widget types](https://wiki.can-nx.com/en/guides/boss-role-widgets/). |
| **Components & Building** | Check the initial scope. To limit it, use **Restrict access**, then define the necessary [standing rules](https://wiki.can-nx.com/en/guides/boss-role-scope-rules/) and [overrides](https://wiki.can-nx.com/en/guides/boss-role-scope-overrides/). |
| **Datapoint rules** | If necessary, choose the datapoints to hide or make read-only through [tag rules](https://wiki.can-nx.com/en/guides/boss-role-datapoint-tags/), and prepare the [“Show only” restrictions](https://wiki.can-nx.com/en/guides/boss-role-show-only/). |
| **Notifications** | Define the [notification rules](https://wiki.can-nx.com/en/guides/boss-role-notifications/) needed for this role. |

Moving from one section to another keeps your input. Nothing is saved until you click **Save** in the role’s bottom bar. If a window or a card offers its own confirmation, confirm it first to include its choices in the role draft.

## Create the role

1. Review the label, capabilities, scope, datapoint rules and notifications.
2. Click **Save** in the bottom bar.
3. Wait for saving to finish before editing the form again.
4. Wait for **Role created** and the return to the **Roles** list.

## Check the result

1. Find the new row, then open **Edit** to review the settings kept. Spaces at the beginning and end of the label are removed on saving.
2. Have a person authorized to manage users assign the role to the accounts concerned.
3. Before it is used, open a new session with an account concerned and check the expected access as well as the access that must remain absent.

## Rename an existing role

1. In **Roles**, locate the role and check its associated accounts.
2. Click **Edit** on its row.
3. If **Label** is editable, replace its content with the name you want.
4. Review the other sections if you also changed them, then click **Save**.
5. Wait for **Role updated** and check the new label in the list.

Changing only the label keeps the role’s settings. If the field is read-only, read the banner and have the administrator check which role to use, rather than recreating a role to get around the unavailable field.

## Discard or abandon a draft

**Discard** restores all sections to their loaded state, without leaving the editor. For a creation, the label becomes empty again and the initial settings are restored. For an existing role, its loaded values are restored.

With unsaved changes, **Back to roles** opens **Discard your unsaved changes?**. Declining keeps the draft; confirming leaves the editor and abandons these changes. Closing or reloading the tab may also trigger the browser warning.

## Troubleshooting

| Message or symptom | Action |
| --- | --- |
| **Save** absent | Check that a value was changed and that the role is editable. |
| **Label is required** | Enter a name, then click **Save** again. |
| **Save** unavailable | Wait for an operation in progress to finish, or read the **Datapoint rules** warning: the **Hide any unlisted component** mode requires at least one restriction. |
| Refusal message or interrupted save | Note the message and check in the list whether the role or its new label was saved before repeating the operation. |
| Unexpected label or role after saving | Check your rights and the supervision context. |

If the result remains uncertain, contact support@can-nx.com specifying the supervision, the role label, the displayed message and the checks performed, without sending any access secret.

French labels: **Menu → Utilisateurs → Rôles → Nouveau rôle**, **Libellé**, **Capacités**, **Composants & Bâtiment**, **Règles de datapoints**, **Notifications**, **Enregistrer**, **Rôle créé**, **Modifier**, **Rôle mis à jour**, **Annuler les modifications**, **Retour aux rôles**, **Abandonner les modifications non enregistrées ?**, **Le libellé est requis**.