---
title: "Manage Role Groups"
slug: "manage-role-groups"
description: "How to create role groups, assign role groups to their respective roles, and assign users to role groups."
tags: ["assign role group", "assign user", "create role group", "delete role group", "edit role group"]
updated: 2026-02-18T19:24:39Z
published: 2026-02-18T19:24:39Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.revealdata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage Role Groups

**Roles** allow you to enable or disable specific permissions that can be exercised in a project, and also limit access to unauthorized areas in the Reveal environment. **Role groups** map the user to the specific role.

You can assign as many users as you want to a role group, but only a one-to-one association between roles and role groups is possible. You cannot have more than one role group assigned to a single Role, and vice versa.

For information about how role groups function in Reveal, and for a list of Reveal’s default role groups, see [About Permissions](/reveal/docs/about-permissions#roles-and-role-groups).

Role groups are created and managed in the Role Groups page by navigating to **Project Admin** > **Teams + Roles** > **Role Groups** from the project navigation sidebar.

![Reveal-Role Groups(1)](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Reveal-Role%20Groups(1).png)

## Create role groups

In general, creating a new role group involves the following steps:

1. Create role group.
2. Assign role group to role.
3. Assign users to role group.

All three steps can be performed in the Role Groups page.

### I. Create your role group

1. Click ![Add icon](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Plus_Icon.png)**Add**.
2. In the Add Group modal:

![Interface for adding a group with fields for name and description.](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Create-Role-Groups-Modal_2025.12.png)

1. **Group Name**: Name your role group. It’s best practice for your role and role group to share the same name for easy mapping.
2. **Group Description**: Add a description of your role group,

1. Click **ADD** to create your role.

### II. Assign role group to role

1. Click your desired role group from the list. Its row will highlight in blue.
2. Click ![Icon representing a checklist or task list for organizational purposes.](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/List_Icon(1).png) **Assign to Role**.
3. In the Assign to Role modal:

![User interface for assigning roles, highlighting the selected Client Administrator option.](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Assign-to-Role-Modal_2025.12.png)
  1. Check your new role from the list. It should have the same name as your role group.
    1. If you haven’t yet created a role, follow the instructions in [Manage Roles](/reveal/docs/manage-roles).
4. Click **ASSIGN** to pair your role with the role group.

### III. Assign users to role group

1. Click your desired role group from the list. Its row will highlight in blue.
2. Click ![Assign Users icon](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/User-Plus_Icon(1).png) **Assign Users**.
3. In the Assign Users modal:

![User assignment interface displaying names and email addresses for task allocation.](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Assign-Users-Modal_2025.12.png)
  1. Check any number of users from the list.

> [!WARNING]
> **Important**
> 
> A user can only be a part of one role group. If you assign a user with a preexisting role group to *another* role group, their role group will switch automatically and you will not be notified.
4. Click **ASSIGN** to pair your user(s) with the role group.

> [!NOTE]
> **Note**
> 
> Users may need to log out and log back in to Reveal in order for permission changes to take effect.

## Managing roles

Role group management is performed in the the Role Groups page. Here, you can:

- ### Edit role groups
- ### Delete role groups

**Edit roles groups**

### Edit role groups

Editing a role group allows you to change its name or description. If you would like to change which users belong to a role group, follow the instructions in the [Assign users to role group](/reveal/docs/manage-role-groups#iii-assign-users-to-role-group) section.

1. Click your role group from the list. Its row will highlight in blue.
2. Click ![Edit icon](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Pencil-Edit_Icon(1).png) **Edit**.
3. Edit the fields as needed. See the [Create your role group](/reveal/docs/manage-role-groups#i-create-your-role-group) section for a description of each field.
4. Click **EDIT** to save your changes.

**Delete role groups**

### Delete roles

1. Click your role group from the list. Its row will highlight in blue.
2. Click ![Delete icon](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Trash_Icon2(1).png) **Delete**.
3. A confirmation modal will appear. Click **OK** to delete the role group.

> [!NOTE]
> **Note**
> 
> Reveal will not let you delete a role group if it has users assigned to it, or if it’s currently mapped to a role.

## Related

- [About Permissions](/about-permissions.md)
- [Manage Users – Web](/manage-users-web.md)
- [Manage Users – Review Manager](/manage-users-review-manager.md)
- [Manage Roles](/manage-roles.md)
- [Assign Permissions](/assign-permissions.md)
- [Permissions Matrix (Default)](/permissions-matrix-default.md)
- [Manage Teams](/manage-teams.md)