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5. How to Search for a Role

When your organization has many custom roles, finding the exact one you need can be cumbersome. The search functionality in the Roles module lets you instantly locate any role by name or partial keyword—saving time and reducing errors when assigning permissions or auditing access.

Step-by-Step Instructions

Open1. Navigate to the Roles Module

In the left-hand navigation pane, click Roles.

The main panel will display a table listing every role’s unique label (name) and the modules it controls.

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From2. Activate the left-handSearch nav, click Roles Fieldto display the list of all roles.

To search for a role:

  • EnterAt the role’stop nameof the Roles list, locate the Search… input box.
  • Click inside the box to place your cursor there.

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  • Type all or part of itthe role name you’re looking for (e.g., admin).

  • The table updates in thereal Searchtime, field.
    filtering to show only roles whose labels contain your keyword.

4. Review Matched Results

  • Next, you will seeConfirm the requiredrole roleappears in the filtered list basedalong onwith its rank and associated modules.
  • If too many results appear, refine your search by typing a longer or more specific term.

5. Clear or Modify Your Search

  • To reset the list and view all roles again, clear the text from the Search field (e.g., click the “×” inside the field or press Backspace until it’s empty).
  • Enter a new keyword youto enteredperform another lookup.

New (Two in one) (17).jpgto pinpoint any role by name—whether you’re verifying permissions, preparing to edit a template, or simply auditing who has what access. Efficient searching helps maintain security hygiene and keeps your permission structure well-organized.

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