Roles & Permissions

Manage what users are allowed to do and who can change those permissions.

Understanding roles

Each user is assigned one or more roles (Admin, Viewer, etc.). A role bundles a set of capabilities—e.g. "can invite users" or "can view audit logs."

Creating and editing roles

1. Go to Admin → Roles.
2. Click New Role.
3. Enter a name and description.
4. Toggle the permissions the role should have.
5. Save.

To edit an existing role, click the pencil icon and adjust permissions.

Assigning roles to users

1. Open Admin → Users.
2. Select a user and click Edit.
3. Choose one or more roles from the list.
4. Save changes; the user’s access updates immediately.

Roles are circled by a color tag on the users list for quick scanning.

Privilege ceilings

When editing a user, the role dropdown only shows roles at or below the highest role you yourself possess—this prevents granting someone a role higher than your own.

Emergency overrides

If you lose access, an on-call administrator can request a temporary override from the Support menu. Overrides are logged automatically.

Best practices

• Start with minimal roles and grant additional permissions only when needed.
• Regularly review user assignments (monthly) using the Export button on the Users page.