Setting Up User Roles and Permission
This article provides the details about the user role creation, assignment, and management along with the permissions in your account. The correct establishment of roles in the system will allow colleagues to access what is necessary for them without the danger of data or workflow mistakes.
Understanding Roles and Permissions
Roles specify what a user is able to view and perform in the system. Permissions are the precise operations that are permitted within a role. Well, defined roles facilitate the retention of security, accountability, and the smooth running of processes even when your team expands.
Common Role Types
Most accounts use a combination of these roles:
- Account Owner: Full access to all settings, billing, and user management
- Administrator: Manages users, templates, and system settings
- Standard User: Performs day-to-day work within assigned permissions
- Read-Only User: Views information without making changes
You can customize roles to match your internal responsibilities.
Creating a New Role
Custom roles let you fine-tune access for specific job functions.
Steps to Create a Role
1. Open Settings from the main navigation
2. Select Users & Permissions
3. Click Create New Role
4. Enter a clear role name and description
5. Choose the permissions this role should include
6. Save the role
Keep role names simple and descriptive so they are easy to understand later.
Assigning Roles to Users
Roles are assigned at the user level. A user can only have one role at a time.
Assigning a Role to an Existing User
- Go to Users & Permissions
- Select the user from the list
- Choose a role from the role dropdown
- Save changes
Permission changes take effect immediately.
Editing or Updating Roles
As workflows change, you may need to adjust role permissions.
Updating an Existing Role
1. Open Users & Permissions
2. Select the role you want to edit
3. Modify permissions as needed
4. Save changes
All users assigned to that role will automatically receive the updated permissions.