A role is a set of permissions that can be assigned to a Staff user to determine their account access.
In the Advanced Plan, roles are created for a Team and every Group will be able to use the roles assigned to their parent Team.
How do I define a role?
Using the Roles and Permissions section in the SETTINGS > Company > Users & Permissions page, roles are then assigned whilst editing or creating a contact in the Contacts Page within the Contacts Manager page or by selecting the User and their corresponding Role from the Users & Permissions page.
What should I use roles for?
Roles are a way to simplify the allocation of permissions, for example you can create a “Team Member” Role, a “Project Manager” role and an “Administrator” role each with an increasing level of permissions.
Can a user be assigned to more than one role?
Yes, a user can be assigned multiple roles, the permissions are cumulative so a user will have the combination of the permissions defined in each of their roles.
Why can’t I see any available roles?
Roles are created for each Team so check that the user you are trying to assign a role to, belongs to a Team that has at least one role defined.
Best Practice Suggestions
- Setup the minimum required number of roles, if you are creating more than 5 roles per Team then consider reducing the number. Avoid creating one role per person as this reduces the usefulness of roles.
- Whenever possible, assign a user to only one role to avoid confusion about what permissions they have.
- Give roles clear names, if you have multiple Teams then consider using the Team name in the name of the role.