Roles & Permissions
The Roles & Permissions section allows you to manage access rights for team members. It makes it possible to create custom roles and control which actions each role is allowed to perform within the platform.
1. Creating a Role
To add a custom role:
Click Create Role
↓
Enter a role name
↓
Select the permissions you want to assign
Read
Write
Delete
Invite
Manage Roles
↓
Confirm by clicking Create Role
Form Fields
| Field | Description |
|---|---|
| Role Name | Name of the role (e.g., Viewer, Contributor, Manager) |
| Permissions | List of capabilities granted to the role |
2. Available Permissions
Each permission grants access to a specific capability:
| Permission | Capability |
|---|---|
| Read | View content and data |
| Write | Create and modify content |
| Delete | Delete content or data |
| Invite | Invite new members to the team |
| Manage Roles | Create, edit, or delete roles |
3. System Role: Owner
The Owner role is a system role automatically assigned to the person who created the team.
Characteristics:
- cannot be modified
- cannot be deleted
- has all permissions by default
4. Assigning Roles to Members
Once created, roles can be assigned to team members through the member management section.
Each member:
- can have only one role at a time
- automatically inherits all permissions associated with that role
5. Recommended Use Cases
Examples of common custom roles:
| Role | Recommended Permissions |
|---|---|
| Viewer | Read |
| Contributor | Read + Write |
| Manager | Write + Invite + Manage Roles |
| Compliance | Read only |
| Admin | All permissions except Owner |
6. Security Recommendations
To ensure data security:
- limit access to Delete and Manage Roles
- periodically review members with sensitive permissions
- remove unnecessary permissions to reduce risk