Roles and Permission Groups are crucial for controlling user access on the platform. They allow administrators to specify what users can see and do, ensuring both security and efficiency. A role is a set of permissions based on job functions, while permission groups organize related permissions for easier management. This setup supports the principle of least privilege, granting users only the access they need to perform their tasks while protecting sensitive data and critical functions.

You can use the user interface to create user roles that enable access to objects, records, pages, and administrative functions in applications built on the Conga Advantage Platform or you can use these APIs:

• Create a new role
• Get the master list of permission groups
• Create a new object permission