How do I Manage User Roles?

Users can be assigned different roles that are pre-set with permissions to access all or part of the system. This article explains how these roles are managed

Role types

There are several different types of roles available that can be assigned. View the full list of available roles here. Contacts can have multiple roles.

Note: The admin role can only be assigned to users by the organisation account owner. The account owner is the first user who set up your account; there can only be one account owner per organisation.

Once a user becomes an admin they can assign roles to other users.

Assigning roles to users

To make your life easier with managing users with different roles we recommend first creating groups for each type of role you have.

You can then simply add users to these groups and apply the role permissions at the group level, and so each user inherits the same role(s) and permissions.

For further help setting up groups for role management, read our help article here

Removing/enabling roles

It is also possible to manage roles by following these steps.

  • Navigate to Home > Settings > Roles
  • Click on the key icon within the Actions column and toggle on/off the roles