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Managing organization roles

Manage your roles and permissions on an organizational level.

Updated over a week ago

After reading this article you'll know how to:

  • Create new roles

  • Manage your roles

  • Manage your permissions

Creating roles

Managing your organization can be a lot of work, with roles and permissions you can make sure that your organization stays organized. Creating new roles can be done by going to the user management of your organization.

  • Click the Roles & permissions tab

  • Then Add in the top right of the roles section

  • Give your role a name

  • Press Save role to add the new role to your organization

Manage roles

Your roles can be managed by clicking on the Options icon next to the name of a role. This will result in a dropdown with two options; renaming your role and deleting your role. By default generated roles, admin and member, are excluded from this, you're not able to rename or delete them.

Rename a role:

  • Click the Options icon next to a role

  • Click the Rename option

  • Write a new name for the role

  • Click Check icon to rename the role

Delete a role:

  • Click the Options icon next to a role

  • Click the Delete option

  • Confirm by clicking Delete role in the pop-up

Change user role

To give the users within your organization a different role follow the following steps:

  • Go to the User management tab

  • Click the Roles dropdown

  • Select a new role for the user

Manage permissions

Within your organization, you can manage the permissions of your roles. These roles and permission are on an organizational level, not on the application level. To change the permissions of a role, follow the steps below.

  • Select the Role that you want to change

  • Click on the Authorise dropdown

  • Select whether a role is Allowed or Not Allowed to have the permission

Check out this article to learn what each permission does on the organization and application level.

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