--- title: "Getting Started: Creating & Managing Roles" description: You have created your users. To enable them to perform exams, they need a role. --- [Skip to content](https://help.lumiformapp.com/en/knowledge/roles#main-content) - [English](https://help.lumiformapp.com/en/knowledge/roles) - [Deutsch](https://help.lumiformapp.com/de/knowledge/rollen) English Show submenu for translations ![LUMIFORM-White\_TRANSPARENT.png\]](https://help.lumiformapp.com/hs-fs/hubfs/LUMIFORM-White_TRANSPARENT.png?height=40&name=LUMIFORM-White_TRANSPARENT.png) - [Default HubSpot Blog](https://zyp-4992538.hs-sites-eu1.com/blog) Open main navigation Close main navigation - [Default HubSpot Blog](https://zyp-4992538.hs-sites-eu1.com/blog) - - [English](https://help.lumiformapp.com/en/knowledge/roles) - [Deutsch](https://help.lumiformapp.com/de/knowledge/rollen) English Show submenu for translations Hey👋. How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.lumiformapp.com/en/knowledge?hsLang=en) 2. [Administration](https://help.lumiformapp.com/en/knowledge/administration?hsLang=en) # Getting Started: Creating & Managing Roles ## You have created your users. To enable them to perform exams, they need a role.   #### **In this article, you will learn how to restrict permissions for users by using roles.**   ---   #### After creating your first users in Lumiform, you will need to assign them a role Roles **control and determine the permissions** of what users can see, edit, and complete in Lumiform. This helps in managing **who has access to specific features and functions** within the platform.  ![Bildschirmfoto 2024-08-06 um 16.52.15](https://help.lumiformapp.com/hs-fs/hubfs/Bildschirmfoto%202024-08-06%20um%2016.52.15.png?width=688&height=288&name=Bildschirmfoto%202024-08-06%20um%2016.52.15.png) **By default, when creating users, the role of Admin is always assigned** **at the beginning. You can change this later after creating the roles.** ### What are roles and how are they used In most cases, not all users should have unrestricted access rights to all areas of Lumiform. Roles **allow you to restrict user access rights** and precisely define which user or user group can access which part of Lumiform. For example, it makes sense for the ***Team Lead* role** to also have administrative rights, whereas the ***User* role** only needs permissions to conduct inspections.   ### Creating a Role in Lumiform To create a new role in Lumiform on the desktop, navigate to the [**Administration section**](https://admin.lumiformapp.com/administration)           on the homepage and select the [**Roles tab**](https://admin.lumiformapp.com/administration?tab=roles). Then, click on the [**Add Role**](https://admin.lumiformapp.com/roles/new) button: ![Bildschirmfoto 2024-08-06 um 16.52.31](https://help.lumiformapp.com/hs-fs/hubfs/Bildschirmfoto%202024-08-06%20um%2016.52.31.png?width=688&height=509&name=Bildschirmfoto%202024-08-06%20um%2016.52.31.png)   Assign a title to the role using a unique name, such as Regional Manager or Field Service, and then add the permissions that this role should have.   Simply click on the relevant checkbox in the drop-down menu to add the corresponding permissions to the role. Once you have selected all necessary permissions, click on the **Create Role** button to finalize the process: ![Bildschirmfoto 2024-08-06 um 16.53.44](https://help.lumiformapp.com/hs-fs/hubfs/Bildschirmfoto%202024-08-06%20um%2016.53.44.png?width=688&height=548&name=Bildschirmfoto%202024-08-06%20um%2016.53.44.png)   Finally, you just need to **add the respective users** or user groups: ![](https://help.lumiformapp.com/hs-fs/hubfs/Bildschirmfoto%202024-08-06%20um%2016-56-21-png.png?width=688&height=685&name=Bildschirmfoto%202024-08-06%20um%2016-56-21-png.png) You can edit roles later in the [**Administration section**](https://admin.lumiformapp.com/administration). In the [**user overview**](https://admin.lumiformapp.com/administration?tab=users), simply click on the specific user and adjust the role accordingly:  ![Bildschirmfoto 2024-08-06 um 16.54.23](https://help.lumiformapp.com/hs-fs/hubfs/Bildschirmfoto%202024-08-06%20um%2016.54.23.png?width=688&height=718&name=Bildschirmfoto%202024-08-06%20um%2016.54.23.png)  The same applies to the respective role itself. This **role can also be adjusted** at any time: ![Bildschirmfoto 2024-08-06 um 16.54.42](https://help.lumiformapp.com/hs-fs/hubfs/Bildschirmfoto%202024-08-06%20um%2016.54.42.png?width=688&height=549&name=Bildschirmfoto%202024-08-06%20um%2016.54.42.png)           - [Getting started](https://help.lumiformapp.com/en/knowledge/getting-started?hsLang=en#main-content) - [Lumiform Basics](https://help.lumiformapp.com/en/knowledge/getting-started?hsLang=en#lumiform-basics) - [Set up Lumiform](https://help.lumiformapp.com/en/knowledge/getting-started?hsLang=en#set-up-lumiform) - [Forms](https://help.lumiformapp.com/en/knowledge/forms?hsLang=en#main-content) - [Configure your reports](https://help.lumiformapp.com/en/knowledge/forms?hsLang=en#configure-your-reports) - [Troubleshoot](https://help.lumiformapp.com/en/knowledge/forms?hsLang=en#troubleshoot) - [Inspections](https://help.lumiformapp.com/en/knowledge/inspections?hsLang=en#main-content) - [Troubleshoot](https://help.lumiformapp.com/en/knowledge/inspections?hsLang=en#troubleshoot) - [Actions](https://help.lumiformapp.com/en/knowledge/actions?hsLang=en#main-content) - [Troubleshoot](https://help.lumiformapp.com/en/knowledge/actions?hsLang=en#troubleshoot) - [Entities](https://help.lumiformapp.com/en/knowledge/entities?hsLang=en) - [Administration](https://help.lumiformapp.com/en/knowledge/administration?hsLang=en) - [Analytics](https://help.lumiformapp.com/en/knowledge/analytics?hsLang=en) - [Integrations](https://help.lumiformapp.com/en/knowledge/integrations?hsLang=en#main-content) - [Webhooks /Workflow Automation](https://help.lumiformapp.com/en/knowledge/integrations?hsLang=en#webhooks-workflow-automation) - [Lumiform Updates](https://help.lumiformapp.com/en/knowledge/lumiform-updates?hsLang=en#main-content) - [New features](https://help.lumiformapp.com/en/knowledge/lumiform-updates?hsLang=en#new-features) - [Notifications](https://help.lumiformapp.com/en/knowledge/notifications?hsLang=en#main-content) - [Troubleshoot](https://help.lumiformapp.com/en/knowledge/notifications?hsLang=en#troubleshoot) - [Subscription](https://help.lumiformapp.com/en/knowledge/subscription?hsLang=en#main-content) - [Troubleshoot](https://help.lumiformapp.com/en/knowledge/subscription?hsLang=en#troubleshoot) - [Profile](https://help.lumiformapp.com/en/knowledge/profile?hsLang=en#main-content) - [Troubleshoot](https://help.lumiformapp.com/en/knowledge/profile?hsLang=en#troubleshoot) - [Legal](https://help.lumiformapp.com/en/knowledge/legal?hsLang=en) - [Default HubSpot Blog](https://zyp-4992538.hs-sites-eu1.com/blog) [![Chill listening crop-3](https://help.lumiformapp.com/hs-fs/hubfs/LUMIFORM-Pentachrome_TRANSPARENT-1.png?width=55&height=55&name=LUMIFORM-Pentachrome_TRANSPARENT-1.png "Chill listening crop-3")](https://lumiformapp.com) Lumiform Help Center Copyright © 2026, Lumiform GmbH