Brief Introduction
Roles define what users can or cannot do within the system. By assigning specific roles, you can control access to sensitive data and functionalities, ensuring that only authorized users can access certain information or perform specific actions. This helps maintain system security and minimizes the risk of unauthorized access.
Impact
Defining new roles allows for more precise access control, ensuring users have appropriate permissions based on their responsibilities, improving system security.
Role
This article is relevant for superadmins and user admins.
Instructions
Go to Settings.
Click Roles.
Click + Create Role.
Fill in the following fields:
Role Name
Description (Optional)
You also need to select permissions. You can select permissions from the following categories:
Company - allow users or teams to manage company information
Data Tables - allow users or teams to manage company’s master data tables
Roles - allow users or teams to manage roles in the company
Task Management - allow the role to manage tasks and task builder
Teams - allow the role to add, edit, deactivate teams
Templates - permission to access and manage company templates
Template Category - permission to add and/or edit template categories
Users - allow the role to view users’ information
Vault - permissions to access the company’s Vault
Vault Permission Groups - allow the users and/ or teams to manage the company’s vault permission groups.
You can also add users and teams.
To proceed, click Save.