Edit Permissions

All the Members of your Organisation should have a particular Role in our system. It enables the management of access limits and functional possibilities.

We provide four Default roles with the configured access scope.

Default roles

1. We allow you to choose among four Default roles in our system:

2. You can also create a Custom role and set your access abilities or restrictions.

Assign a Role

1. You can assign a particular role to a user when you invite them to join your Organisation and become a Member.
2. In the invite form, choose a Role from the default ones and send the invite.
3. When your teammate joins the Organisation, they already have the corresponding access scope.

Update a Role

1. You can change the Role of the particular Member in the system.
2. Go to Administration settings, choose the Members tab and click the Member name.
3. The system redirects you to the Member info page, where you can click the dropdown list, apply and confirm a new Role.

Pass the Owner role to the Administrator

1. If you are the Owner of your Organisation but want to grant the Administrator your permissions, go to the info page of the Member who performs the Administrator role and update it.
2. Be aware that when you pass the Owner role, you become the Administrator yourself. You cannot regain the Owner permissions unless the new Owner passes this Role back to you.

Permissions per each Role