Create & Manage Roles

Overview

Besides user permissions that apply to the whole account, you can define roles with specific permissions to control what users can do in their projects. Roles are applied when adding users or groups to projects. They can have a different role in each project.

Read more in Users & Groups.

How to access Roles

1. Hover over User Management
2. Click Roles
   

Create a New Role

To create a new role:

1. Click Create role
   
2. Enter a role name
3. Set permissions
   

   To grant a permission to a role, mark the corresponding checkbox. Conversely, to revoke a permission from a role, clear the checkbox beside it. For all available permissions read more in Permissions > Role Permissions

4. Click Save
   
   
5. Click Run automatic assignment
   
   

   This adds the role to existing form fields automatically. If you want to restrict access to certain form fields you can do that now. Read more in Field Permissions.

Once you have created a new role, you can assign it to users and groups in the project. Read more in Assign Projects to a User or Add Users to Projects and Manage Groups of a Project.

Edit Roles

To edit existing roles:

1. Click the more menu next to the role you want to edit
2. Click Edit role
   
3. Change permissions
   To grant a permission to a role, mark the corresponding checkbox. Conversely, to revoke a permission from a role, clear the checkbox beside it. For all available permissions read more in Permissions > Role Permissions
4. Click Save
   
   

For mobile users that are offline, permissions are synced once they are online and sync their data.