How to manage user roles
Each user that you invite to collaborate on your workspace is assigned a designated role that enables them to access and manage data on your workspace.
You can view a list of all roles created and assigned to users under User Roles. This User Role Listing displays the 4 default user roles - Admin, Manager, Client Read-only and Client Write - at the top, followed by any additional custom roles created.
Note: All Default Roles (Admin, Manager, Client Read-only and Client Write) cannot be archived or edited.
You can preview every default role to view:
- The users assigned to a role
- List of permissions accessible pertaining to the role
Select each role to view the users that have been assigned to the role and a list of permissions enabled for the role.
Note: In order to manage Roles, a user must have permissions enabled for their own role to allow them to customize new or existing roles within the platform.
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