Getting Started

To manage your organization’s user roles and permissions, click on the Settings module and the “Roles” section.

Roles Layout

Searching on the User Roles List

The search bar on the User Roles List allows you to search for User Roles within your organization.

Create New Role

You can create and assign roles to members on the platform. Each member can have different access and permissions tailored to their job scope.

Step 1: Click “Create New Role” on the top right corner of the User Roles List.

Step 2: Enter the role name of the new role.

Step 3: Once the new role name is entered, you may click “Save” to create the new role in the User Role List.

Step 4: Once the new role is saved, a green message will indicate that the settings have been updated, and the “Delete Role” option will appear.

Step 5: Click “Permissions” to assign the permissions to the new role created.

Step 6: Under the Permissions tab, you can set the permissions for the particular role to limit or allow access to the platform features. To allow permission, click on the toggle to enable the feature for the new role.

Step 7: You may click “Save” to save your permissions or proceed to the “Manage Members” section once the permission is enabled.

Step 8: Once the permissions are saved, a green message will appear on the bottom right corner of the page.

Step 9: To add members for the newly created role, click “Manage Members” to assign members for the new role.

Step 10: Click “Assign Members” to start adding members.

Step 11: Select existing members to assign to the new role from the Members List.

Step 12: Once the members are selected, click “Add Members”.

Step 13: The members will be assigned to the role and appear on the Assigned Members List.

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When assigning a member to a role, the admin/user does not need to save manually.

Edit Existing User Roles

Editing Role Names

Step 1: To edit existing User Roles on the platform, click the row of the role you want to edit.

Step 2: You can edit the Role Name under the General tab.

Step 3: Once the Role Name is changed, click “Save”.

Step 4: A green message will appear at the bottom right corner of the screen to indicate settings have been updated successfully.

Editing Permissions

Step 1: To edit existing User Roles on the platform, click the row of the role you want to edit.

Step 2: To edit permissions, click on the Permissions tab.

Step 3: Click the toggle on which permissions you want to change to add/remove.

Optional: You can remove all permissions by clicking “Clear Permissions”.

Step 4: After changing the permissions, click “Save”.

Step 5: A green message will appear at the bottom right corner of the screen to indicate settings have been updated successfully.

Edit default role permissions

The default role permissions setting is to set permissions to the members without a defined role. The default permissions are applied to all users within your organization as a general rule of access.

Step 1: Click “Default Permissions” to edit the default role permissions.

Step 2: The Role Name is not editable as the settings are applied to all users. Click “Permissions” to view the default permissions.

Step 3: Select the permissions you would like to enable/disable for all the users in your organization by clicking on the toggles on the right-hand side of the screen.

Step 4: You can click “Manage Members” to view the number of members to whom these permissions will be applied.

Step 5: Click “Save” to save your default permissions.

Step 6: A green message will appear at the bottom right corner of the screen to indicate settings have been updated successfully.

Remove Roles

Delete Role

Step 1: To delete User Roles on the platform, click the row of the role you want to delete.

Step 2: Click “Delete Role” to remove the role from User Roles List.

Step 3: Once confirmed to delete the role, click “Delete”.

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Once the selected role is deleted, members with only the specified role will be assigned to the default role of your organization.

Step 4: A green banner will appear at the top of the User Roles List to indicate that the role has been successfully deleted from the list.

Remove member from a Role

Step 1: To remove a member from a specific role, click the pencil icon on the right-hand side of the role you want to delete.

Step 2: To remove members, click “Manage Members”.

Step 3: Click the checkbox from the leftmost column of the Assigned Members List of the member you want to remove.

Step 4: Once the member is removed from the list, click “Save” to save your changes.

Step 5: A green message will appear at the bottom right corner of the screen to indicate settings have been updated successfully.