Managing permissions is a key element of organizing teamwork. With the Roles feature, you can precisely define which modules and data individual employees have access to.
Where to find Role settings?
Access to role management is quick and intuitive:
- Click the menu icon (4 dots) in the upper right corner of the screen.
- Go to the Account section.
- Select the Roles tab.
From this list, you can manage existing roles (edit, copy, or delete them) and add new ones by clicking the + Add role button.
How to create a new role? (Step by step)
After clicking the add new role button, you’ll see a form that allows full permission customization:
- Name: Enter a role name (e.g. “Sales Rep”, “Project Manager”, “Intern”).
- Based on: You can choose “none (custom permissions)” or select an existing role as a template.
- Permission selection: Below you’ll find a checklist divided into sections (e.g. Account Administration, Tasks and Projects Module, CRM).
Example permission sections
- Account Administration: Managing users, editing profiles, inviting new people, viewing activity logs.
- Tasks and Projects Module: Creating tasks, recurring tasks, work time, editing others’ comments, managing time off.
- CRM: (In development) Managing access to the client database and contact history.
Why use Roles?
- Data security: Employees see only the information they need.
- Clean interface: Users aren’t overwhelmed by features they don’t use.
- Easy onboarding: Assign a ready-made role instead of setting permissions individually.
Assigning a role to a user
After creating roles, assign them to users in the user management section.
Remember: If a user should have access to everything, grant them Administrator status. Roles are for users with limited or specialized responsibilities.