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Roles & permissions

What it is for​

Roles & permissions defines what each role can do in your company, permission by permission. Members get these rights through the role you give them on each team.

Access​

  • Menu: Member management › Roles & permissions (/dashboard/members/roles).
  • Requires the Member management module on your team.

Steps​

  1. Open Member management › Roles & permissions. Use Search roles… to find a role.
  2. Click Create role, enter the Role name (for example Editor, Viewer, Manager), tick its Permissions, then create it.
  3. To change a role, open it (Edit role), adjust the permissions and click Update role. The dialog tells you how many members have this role.
  4. To delete a role, choose Delete role and confirm. The dialog shows how many members will lose it.

Good to know​

  • Permissions marked Sensitive need care: for example, a delete permission lets members permanently delete content.
  • Role names are limited to 50 characters.
  • Changes to a role apply at once to every member who has it.
  • Deleting a role cannot be undone; its members will need a new role.

Common issues​

"Role name is required" / "Role name must be less than 50 characters". Give the role a name of 50 characters at most.

"No roles found". No role matches your search. Create your first role.

"Error loading roles". Reload the page.

See also​