---
title: "Roles Overview"
slug: "roles-overview"
status: "new"
updated: 2026-07-29T10:09:11Z
published: 2026-07-29T10:09:11Z
canonical: "documentation.lakesidesoftware.com/roles-overview"
---

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

# Roles Overview

Roles and configurations are different items. A role has various performance groups of counters, services, events, alarms etc. that may be needed on a particular system. Configurations are a collection of roles (see [Creating a New Configuration](/documentation/docs/create-a-new-configuration)). When the creation of the configuration containing roles is completed, it can then be attached to a specific child machine or group of machines using **Assignments.**

SysTrack role-based configurations allow you to add system security measures to one or many systems quickly and easily. A role is layered on top of an existing configuration to allow you to add flexibility. For example, a laptop and Exchange server configuration may be vastly different; both can have the same enterprise security role layered on top for identical security tracking.

[Configurations and Roles](https://player.vimeo.com/video/917129506?h=d51e4d0779&badge=0&autopause=0&player_id=0&app_id=58479)

## Create a Role

1. Click the lock icon on the top right of the page to unlock Configure for editing.
2. In System Configuration, click **Roles**.
3. (Optional) Click **Show Factory Roles** to add SysTrack factory roles to the drop down list on the left. Although factory roles cannot be edited or deleted, using a duplicate can provide a good starting point when creating a new role.

![Roles page](https://cdn.document360.io/87d11426-6b1f-4b19-b593-b71e55a81af3/Images/Documentation/configure-roles.png)
4. To configure a new role, click the **+** (plus) icon to display the **Create New Role** dialog. Alternately, you can click the ![](https://cdn.document360.io/87d11426-6b1f-4b19-b593-b71e55a81af3/Images/Documentation/duplicate_icon.png) (duplicate) icon and rename and amend an existing role to your specifications.
5. Enter a name for the role, and click **Create**.

The following configuration options are available from the Roles page:

- [Alarms](/documentation/docs/roles-alarms)
- [Views](/documentation/docs/views)
- [Tool Schedules](/documentation/docs/schedule-automations)
- [Survey Scheduler](/documentation/docs/survey-scheduler)
- [Additional Settings](/documentation/docs/additional-settings)