Understanding Roles

Roles determine what actions a team member can perform within your organisation. Each user is assigned one or more roles that define their level of access.

Default Roles

The platform includes four built-in roles:

  • Tenant Admin - Full access to all features, settings and team management
  • Manager - Broad access for day-to-day management
  • Member - Standard access for normal team members
  • Viewer - Read-only access to permitted areas

Assigning Roles

To assign a role to a team member, go to the Users page and open the member's profile. Changes take effect immediately.

Custom Roles

If your plan supports custom roles, you can create tailored roles with specific permission sets. Navigate to Admin and then Roles to create a new role.

Permissions

Permissions are grouped by feature area such as Users, Roles, Billing, Settings, Templates, Dashboard, Help Centre, Audit Logs and Tenant management.