Create a Role

This page explains how to create a new Role in Revvy to define permissions and control access across users and groups.

Overview

Creating a role allows administrators to define a set of permissions that can later be assigned to groups. By designing roles carefully, you can enforce standardized access patterns across your organization and keep your RBAC (Role-Based Access Control) model clean and scalable.

Roles can define:

• License type (Full access or Read-only)

• Common permissions such as pipeline execution or pull request contributions

• Org-level permissions like Retrieve, Validate, and Deploy actions for specific Salesforce orgs

Steps to Create a Role

1. Navigate to the Roles page at https://global.revvy.io/roles.

2. Click Create in the top-right corner.

3. In the Create Role form:

   • Name: Enter a unique name for the role (e.g., ReleaseManager).

   • Description: Add a clear description of the role’s purpose.

4. Under the DevOps tab, configure permissions:

   • License: Choose Full access or Read-only.

   • Common permissions:

     • Pipelines → Pipeline executions or Manage & Execute pipelines

     • Pull Requests → Read (View only) or Contribute (Create and Comment)

   • Org permissions:

     • Click Add Organizations to select Salesforce orgs.

     • For each org, choose allowed actions: Retrieve, Validate, Deploy.

5. Review all selections carefully.

6. Click Create to finalize the role.

Example

For a Release Manager role, you may:

• Set License → Full access

• Allow Pipelines → Manage & Execute

• Allow Pull Requests → Contribute

• Add only staging/production orgs with Validate and Deploy permissions

Best Practices

• Use descriptive names – e.g., SystemAdministrator, ReleaseManager, QAReviewer.

• Start with least privilege – only assign higher permissions when needed.

• Align with team functions – map roles to responsibilities (Dev, QA, Admin).

• Audit regularly – review role definitions as your org landscape evolves.