> For the complete documentation index, see [llms.txt](https://cortex-docs.paloaltonetworks.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://cortex-docs.paloaltonetworks.com/cortex-xdr-3.x/cortex-xdr-3.x-documentation/onboard-and-configure-cortex-xdr/post-deployment-steps/manage-user-roles-and-access-management/manage-user-roles.md).
# Manage user roles
{% hint style="info" %}
### Notice
Managing Roles requires an Account Admin or Instance Administrator role. For more information, see [Predefined user roles](/cortex-xdr-3.x/cortex-xdr-3.x-documentation/onboard-and-configure-cortex-xdr/deployment-steps/step-2-pre-installation-steps-for-cortex-xdr-agents/assign-user-roles-and-groups.md).
{% endhint %}
Manage user roles that are assigned to Cortex XDR users or user groups in Cortex XDR **Access Management**. User roles enable you to define the type of access and actions a user can perform.
You can only set dataset access permissions from a user role in Cortex XDR **Access Management**. When creating user roles from the Cortex Gateway, these settings are disabled. By default, dataset access management is disabled, and users have access to all datasets. If you enable dataset access management, you must configure access permissions for each dataset type, and for each user role. When a dataset component is enabled for a particular role, the Alert and Incidents pages include information about datasets.
Create user role
1. Select **Settings** → **Configurations** → **Access Management** → **Roles**.
2. Click **New Role**.
3. Under **Role Name**, enter a name for the user role.
4. (Optional) Under **Description**, enter a description for the user role.
5. Under **Components**, expand each list and select the permissions for each of the components. For more information, [Role permissions by components](/cortex-xdr-3.x/cortex-xdr-3.x-documentation/reference/rbac-permissions/role-permissions-by-components.md).
6. Under **Datasets (Disabled)**, you have two options for setting the Cortex Query Language (XQL) dataset access permissions for the user role:
* Set the user role with access to all XQL datasets by leaving the dataset access management as disabled (default).
* Set the user role with limited access to certain XQL datasets by selecting the **Enable dataset access management** toggle and selecting the datasets under the different dataset category headings.
7. Click **Save**.
Edit user role
1. Select **Settings**+**Configurations**+**Access Management**+**Roles**.
2. Right-click the relevant user role, and select **Edit Role**.
3. (Optional) Under **Role Name**, modify the name for the user role.
4. (Optional) Under **Description**, enter a description for the user role or modify the current description.
5. Under **Components**, expand each list and select the permissions for each of the components. For more information, [Role permissions by components](/cortex-xdr-3.x/cortex-xdr-3.x-documentation/reference/rbac-permissions/role-permissions-by-components.md).
6. Under **Datasets**, you have two options for setting the Cortex Query Language (XQL) dataset access permissions for the user role:
* Set the user role with access to all XQL datasets by disabling the **Enable dataset access management** toggle.
* Set the user role with limited access to certain XQL datasets by selecting the **Enable dataset access management** toggle and selecting the datasets under the different dataset category headings.
7. Click **Save**.
Create new role based on an existing role
1. Select **Settings**+**Configurations**+**Access Management**+**Roles**.
2. Right-click the relevant user role, and select **Save As New Role**.
3. (Optional) Under **Role Name**, modify the name for the user role.
4. (Optional) Under **Description**, enter a description for the user role or modify the current description.
5. Under **Components**, expand each list and select the permissions for each of the components. For more information, [Role permissions by components](/cortex-xdr-3.x/cortex-xdr-3.x-documentation/reference/rbac-permissions/role-permissions-by-components.md).
6. Under **Datasets**, you have two options for setting the Cortex Query Language (XQL) dataset access permissions for the user role:
* Set the user role with access to all XQL datasets by disabling the **Enable dataset access management** toggle.
* Set the user role with limited access to certain XQL datasets by selecting the **Enable dataset access management** toggle and selecting the datasets under the different dataset category headings.
7. Click **Save**.
---
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