Help center
Your team and permissions5 steps
How do I create a role and set my team's permissions for each module?
In Workspace › Team › Roles you press New role, choose between No access, View, Edit or Full for each module and save your changes.
Where it lives in the app
WorkspaceTeamRoles
Step by step
- In the side menu open Workspace and, under the Team heading, go to Roles.
- Pick a role from the list or press New role, type a name and an optional description and press Create.
- On each active module and workspace section, pick the permission level: No access, View, Edit or Full.
- To set the same level across a whole section at once, use the Apply to all selector in the group header.
- Press Save. Team members assigned to that role get the updated permissions straight away.
Worth knowing
- Modules set to No access disappear from the side menu for people with that role and their routes are blocked on the server.
- You can assign more than one role to the same person from Workspace › Team › Members.
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