What is the first step when creating a new role?

The first step in creating a new role is to ensure that there is a genuine need for the role. This involves analyzing the current structure of roles within the organization and understanding whether existing roles can accommodate the requirements, or if a new role is necessary to address specific responsibilities, tasks, or functions.

By confirming the need for a new role, you are laying the groundwork for a strategic approach to role management. This ensures that the organization does not create redundant or unnecessary roles, which could lead to confusion, inefficiency, or complications related to user management and permission settings down the line. Establishing the rationale behind the new role is essential to align it with the broader objectives of the organization and to ensure that it will effectively support the team's needs.

Once this need is established, the next steps would naturally involve identifying existing roles and then moving on to defining permissions and assigning users, as per the structured process of role creation.