Roles and Permissions
Last updated
Last updated
This section will help you understand how to assign roles in your company. By effectively managing roles and permissions, you can control access to your company's resources and ensure the right level of access for each individual.
NOTE: The available features and actions within the Roles and Permissions page are strictly determined by your roles' permissions. This means that you will only have visibility and access to the following actions that are specifically authorized based on your assigned roles:
• Access to roles and permissions page
• Create roles
• Edit roles
• Remove roles
Owner: The Owner role represents the highest level of authority within the system. The Owner has full control over all features, settings, and user management. When creating your account, your default role will be set as "Owner", responsible for the system's overall administration.
Admin: The Admin role is designed for users who require administrative access and privileges. Admins have significant control over system settings, user management, and certain critical operations. They can perform most tasks except for a few specific actions reserved for the Owner.
User: The User role represents the standard role assigned to regular system users. Users have limited administrative privileges and typically interact with the system to perform specific tasks or access certain features. They have restricted access compared to Owners and Admins.
Custom Role: The Custom Role option allows you to create and define specialized permissions that align precisely with your unique operational needs and organizational structure.
To add a new role, follow these steps:
Click "Add Role" button.
Fill in the role details.
Click "Save" to add the role.
The new role has been added to the list of roles.
To edit a role, follow these steps:
Select the "Edit Role" option.
Update the role details as needed.
Click "Save" to apply the changes.
To delete a role, follow these steps:
Select the "Delete Role" option.
Role is permanently deleted from the roles card.
NOTE: It is important to assign roles carefully to ensure proper access control and maintain the security of the system. Regularly review and update roles as necessary.
Click the ellipsis menu next to the role you wish to edit.
Click the ellipsis menu next to the role you wish to delete.
To customize permissions for each role, click on the role you wish to modify, and then enable the toggle of the desired permissions for each feature.
