Roles
Roles are essential for managing user access and responsibilities within the organization. These roles include predefined Organizational Level Roles and customized team-level roles that can be tailored for specific needs within each team.
Overview of the Roles Section
The Roles section provides a comprehensive view of all roles within the organization. It enables you to create new roles, manage existing ones, and track user assignments and permissions for each role.
This section displays the following details for each role:
Role Name: The name of the role within the team.
Created By: The user who created the role.
Number of Users: The total number of users assigned to the role.
Permissions: The organizational-level permissions linked to each role.
Is Active: Indicates whether the role is active.
Created At: The date and time when the role was created.
Creating New Role within a team
To create a new role for a team, follow these steps:
Navigate to the Roles section under People.
Click on Create New Role at the top-left corner.
Enter the following details:
Role Name: Provide the name for the new role.
Permissions: Select the appropriate permissions for the role within the team.
Click Create to save the role. Navigation Path: People → Roles → Create New Role
Team Level Permissions
Each role can be customized with specific team-level permissions that define the level of access for users. The available permissions include:
team_admin: Full control over the team, including team settings, member management, and role assignments.
manage_users: Ability to add, remove, and modify users within the team.
data_management_read: View-only access to data within the team’s systems.
data_management_write: Allows users to edit, add, or delete data within the team’s systems.
process_management_read: View access to processes and workflows within the team.
process_management_write: Ability to create, modify, and delete processes and workflows within the team.