Skip to main content
All CollectionsSettings
How do I add roles and assign permissions?
How do I add roles and assign permissions?
Lincoln avatar
Written by Lincoln
Updated over 3 weeks ago

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.

Did this answer your question?