Roles & Permissions
Learn how to assign roles and permissions to ensure a secure and efficient workflow for your users.
What is the Specific role
Specific roles are special roles that mostly customize user navigation layout and define permissions for editing global settings of the app (for better understanding we may call them setting roles). Specific roles are linked directly to individual user.
These roles specify what modules can user view in main navigation. They also set permissions to access and modify Global settings. See bellow the walkthrough for creating a role to fully understand what types of permissions is able to set within a specific role.
How to set a Specific role
First go to Settings - Roles & Permissions - select the tab Specific roles and press + Add role button.
The walkthrough guide bellow describes each step in the 3 step create modal:
- Role Name: Name of the role (used in text searches)
- Role Description: Description for further understanding what the role can and cannot. Description is only visible in Role table.
What is the Team role
Team role is linked to a user within a specific team. Each user can have multiple Team roles assigned. The total set of permissions is based on sum from all the roles user has assigned in a single team.
Projects & Docs spaces are team based modules. User on a project is given a set of permissions based on the team role and respective team he/she is in on a single project.
How to set a Team role
First go to Settings - Roles & Permissions - select the tab Team roles and press + Add role button.
The walkthrough guide bellow describes each step in the 3 step create modal:
- Role Name: Name of the role (used in text searches)
- Role Description: Description for further understanding what the role can and cannot. Description is only visible in Role table.
