Templated User Roles
Ines avatar
Written by Ines
Updated over a week ago

A brand-new way to manage user roles. Now, it’s so much easier for Administrators to update and manage user permissions.

Head over to Settings > User Management > User Roles

Here, Admins can create or edit User Roles

1. Add a new User Role

Click on the plus sign 'Add New User Role', fill in all the information and select what you want your user to be able to do / access:

2. Edit User Roles

Configure a template with preset permissions and apply the User Role in bulk.

There are five default User Roles:

  1. Administrator

  2. Consultant

  3. Director

  4. Manager

  5. Resourcer

When an Admin applies any of these Roles, they can either edit the Role or change permissions in the consultant’s Permissions tab.

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