Note: This is only applicable for organization users.
With the introduction of various types of user roles, tasks like managing teams, users, and/or templates can be delegated to accelerate collaboration.
Lexagle has six types of user roles:
Super Admin
Normal User
User Management Admin
Teams Admin
Template Admin
Vault Admin
Users can be assigned more than one user role.
Super Admin
By default, the first user who creates the company on Lexagle is the Super Admin. The Super Admin can subsequently designate other users as a Super Admin as well.
Super Admins have access to the full set of admin features and settings access rights for the entire organization.
Normal User
By default, all users added to the company after the Super Admin are Normal Users.
All normal users are by default given access rights to:
View Company Details (Logo, Name, Address)
View Company Teams
View Users List and Roles (but with restrictions)
Invite Users To Company
View, Generate, and Download Templates
View Template Categories
User Management Admin
On top of being a Normal User, this administrator has additional access rights to:
View Users List and Roles (without restrictions)
Assign or Unassign User Roles
Teams Admin
On top of being a Normal User, this administrator has additional access rights to:
Create Company Teams
Edit Teams Details (Team Name, Team Description, Team Manager, Team Members)
Activate or Deactivate Teams
Assign Team Manager
Template Admin
On top of being a Normal User, this administrator has additional access rights to:
Create, Edit, and Delete Templates
Publish or Unpublish Templates
Create, Edit, Delete Template Categories
Vault Admin
On top of being a Normal User, this administrator has additional access rights to:
Manage the Company Vault
Create, Edit, and Delete Permission Groups
Assign User Role
Note: Only Super Admins and User Management Admins can edit roles.
As an administrator of the organisation, you will be able to assign or unassign user roles.
To do so, navigate to the Settings page from the left navigation bar.
Click on Roles in the Organisation section of the All Settings page.
Click on the Manage button for the role that you want to edit.
You can assign a specific user or an entire team to a role.
What’s Next?
To learn more about managing your profile in the Settings page, refer to this article.