Admin, roles and permissions
How roles and access work
Control who sees what by assigning roles to match responsibility, testing the access and reviewing it whenever the team changes.
Step by step
- Choose standard roles
Start with existing roles if they fit.
- Adjust permissions
Adjust access to modules, tasks, data or actions.
- Assign roles
Give employees roles according to responsibility.
- Test access
Log in or check permissions to ensure correct access.
- Review regularly
Review roles as the team changes.
Need help?
Contact support or book onboarding if the article does not cover your specific setup.