---
title: "Managing Roles"
slug: "managing-roles"
description: "Manage custom roles in the Workforce Experience Platform with ease—add, update, duplicate, or delete roles to enhance security and efficiency."
updated: 2026-04-23T22:31:05Z
published: 2026-04-24T00:00:00Z
canonical: "learn.workforceexperience.hp.com/managing-roles"
---

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

# Managing Roles

## Introduction

The **Roles Management** feature in the Workforce Experience Platform (WXP) allows you (IT administrators) to add, update, duplicate, and delete custom roles. This helps maintain a secure and efficient IT environment by ensuring users have access only to the areas of the platform relevant to their responsibilities.

This article provides a step-by-step guide to:

- [Add a custom role](https://learn.workforceexperience.hp.com/docs/managing-roles#adding-a-custom-role)
- [Duplicate a custom role](https://learn.workforceexperience.hp.com/docs/managing-roles#duplicating-a-custom-role)
- [Edit a custom role](https://learn.workforceexperience.hp.com/docs/managing-roles#updating-a-custom-role)
- [Delete a custom role](https://learn.workforceexperience.hp.com/docs/managing-roles#deleting-a-custom-role)

## Adding a Custom Role

To add a new custom role:

1. Log in to WXP. The **Home** page is displayed.
2. From the left menu of the platform, select **Accounts** > **Roles & Permissions**. The existing roles are displayed, along with the option to **Add** a new role.

![image.png](https://cdn.us.document360.io/c9ecd56a-08d4-4e2f-ab71-60540f7ba8f3/Images/Documentation/image%28429%29.png?sv=2026-02-06&spr=https&st=2026-10-30T15%3A27%3A28Z&se=2026-10-30T16%3A27%3A28Z&sr=c&sp=r&sig=qJLyy5WaxT8fYObxWTy3QLWUKwZIc1%2Fjt4sCMj5Vim4%3D)

1. Click **Add**. The page refreshes to show a **Create Custom Role** workflow.
2. In **Step 1 of 2**, enter the **Custom Role Name** (mandatory) and a **Short Description** (optional) for the new role.
  - Select one or more permissions, such as
    - Developer
    - Printer Admin
    - Lost Device Admin
    - Report Admin
    - IT Admin
    - Pulse Admin
    - Connector Admin
  - (Optional) Additional customization of permissions:
    - For each category, view the number of enabled tasks. For example, if **Connector Admin** permission is selected, you will see *30 of 37* tasks enabled for **Accounts**, *12 of 13* tasks enabled for **Alerts & Notifications**, and so forth.
    - Scroll down to expand and review categories, such as **Accounts**, **Alerts & Notifications**, **Analytics**, **Devices**, **Groups**, **Help & Support**, **Integrations**, **Remediations**, **Settings**, and more.
    - Enable or disable specific tasks within each category. The count of selected permissions updates automatically.
  - Click **Save and Continue**.
3. In the Step 2 of 2, Assign Users.
  - Search for an existing user by **User Name** and/or **Email**.
4. Click **Finish**.

The newly added role is displayed in the **Roles & Permissions** tab.

## Duplicating a Custom Role

To duplicate an existing role:

1. From the left menu of WXP, select **Accounts** > **Roles & Permissions**. The existing roles are displayed.
2. Hover over a custom role you want to duplicate. On the far right a three-dots menu icon is displayed.
3. Click **Duplicate**. The Create Custom Role page is displayed with pre-filled data that can be edited.
4. Edit the role **Name** and **Permissions** as required.
5. Optionally, customize the enabled tasks in each category listed below the **Permissions**.
6. Click **Save and Continue**.
7. Add or remove users assigned to the role.
8. Review the changes and click **Finish**.

The duplicated role is displayed in the **Roles & Permissions** tab under the new name given during duplication. Both predefined and custom roles can be duplicated.

## Updating a Custom Role

To update a custom role:

1. From the left menu of WXP, select **Accounts** > **Roles & Permissions**. The existing roles are displayed.
2. Click on the role you want to edit. The page refreshes to show **Edit Custom Role** page. The name appears non-editable.
3. Edit the permissions and optionally customize the allowed task for each category.
4. Click **Save and Continue**.
5. Add or remove users assigned to the role.
6. Click **Finish**.

The updated role is displayed in the Role & Permissions tab. Only custom roles can be updated.

## Deleting a Custom Role

To delete a custom role:

1. From the left menu of WXP, select **Accounts** > **Roles & Permissions**. The existing roles are displayed.
2. Hover over the custom role you want to delete. On the far right a three-dot icon is displayed, click **Delete**. A confirmation message is displayed: "Are you sure you want to delete this role?"
3. Click **Delete** to confirm. A popup is displayed with a success or failure message.

The custom role is permanently deleted.

## Contact Us

For any assistance, [create a support case](https://learn.workforceexperience.hp.com/docs/creating-a-support-case) or email `support@wxp.hp.com`.

## Related

- [Overview of Roles Management](/overview-of-roles-management.md)
- [Overview of Settings](/overview-of-settings.md)