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

# YiDA Role Management

> In YiDA, use roles to group users who share the same function, such as workflow approvers or message recipients. Create, edit, and delete roles, and manage them by group to simplify operations. Customize the permission scope of role members to improve efficiency.

In YiDA, group users who share the same function by setting up a role. Roles apply to the following scenarios: workflow approver, workflow initiator, message recipient, template printing, custom page viewer, and report viewer.

For example, an expense reimbursement requires approval from finance. When multiple finance staff are involved, create a Finance role and add the corresponding users. When configuring the approver, select the Finance role directly. This avoids adding approvers one by one, simplifies workflow steps, and saves time.

## Manage Roles and Role Groups

<Steps>
  <Step title="Step 1">
    Sign in to the [YiDA workbench](https://www.yidaapps.com/workPlatform) as an admin.
  </Step>

  <Step title="Step 2">
    Click **Platform management** in the upper-right corner to open the platform management page.
  </Step>
</Steps>

<Steps>
  <Step title="In the left-hand menu, click Role management." />

  <Step title="Select YiDA roles to manage roles." />

  <Step title="Single role management: in the Add role dialog box, set the Role name, Role maintainer, and Role members, then click Confirm." />
</Steps>

<table>
  <tr>
    <td>**Attribute**</td>
    <td>**Description**</td>
  </tr>

  <tr>
    <td>**Role name**</td>
    <td>The name of the new role. The name must be globally unique; duplicates are not allowed.</td>
  </tr>

  <tr>
    <td>**Group to**</td>
    <td>Place the role under a specified group for easier management.</td>
  </tr>

  <tr>
    <td>**Role maintainer**</td>
    <td>The person responsible for managing this role. The role maintainer can add, edit, and remove members of the role.</td>
  </tr>

  <tr>
    <td>**Role members**</td>
    <td>Users who hold this role's permissions. Each role supports up to 2,000 members.</td>
  </tr>

  <tr>
    <td>**Role description**</td>
    <td>A description of the role, up to 300 characters.</td>
  </tr>
</table>

<Warning>
  **Additional notes:**

  * Role creation permission: any user with app creation permission can create a new role.
  * Role visibility: all users can see the roles created on the platform. Once a role is created, it is visible to everyone.
  * Role deletion and modification permission: only the role maintainer can delete or modify the role. Other users are not authorized to perform these actions.
</Warning>

<Note>
  * DingTalk roles can only be managed and viewed by YiDA platform admins and DingTalk primary or sub admins. They are not visible to other users.
  * DingTalk roles are display-only within the YiDA platform. To modify them, sign in to the DingTalk admin console.
  * On the role selection page in the App Management console, you can select both DingTalk roles and YiDA roles at the same time.
</Note>

6. Role group management

| Edit a single role group | Batch edit role groups |
| ------------------------ | ---------------------- |

## Set the Management Scope for Role Members

1. Go to the Role management page and select YiDA roles.

2. Select the target role, then click Set management scope next to the role member you want to edit.

3. In the Select user dialog box, select the permission scope the current user can manage, then click Confirm to complete the addition.

Once the role is configured, add it to an approval step. The result is shown below.