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Administration

Roles and permissions: who sees what

Permissions are built on roles, not on individuals. Define a role once and assign it to whoever needs it — so you are not re-configuring access for every new hire.

Steps

  1. From team settings, open Roles.
  2. Create a role or edit an existing one, setting which modules it sees and what it can change.
  3. Assign the role to the members concerned.
  4. Review roles periodically, especially after a structural change or a departure.

Worth knowing

  • Start with the least access that lets the work happen, and widen it when needed. The reverse is harder.
  • Finance and reports need the most care — govern them with an explicit role rather than by default.

The module this belongs to: Explore Team

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