Roles
A role is a set of permissions given to people. Nobody gets a permission on their own; they get a role, and the role carries the permissions.
The Roles page
Roles & Permissions in the sidebar has two sides: Role Profiles (the roles themselves) and User Management (who holds which).
Your industry template created roles for you — a system admin and the roles of your trade — and you can rename them or add others.
Creating a role
"New Role" opens "Create Role Profile": write the role's name, tick its capabilities, set its module permissions per project, then "Create Role".
The five system capabilities
These open whole pages, not records:
| Capability | Opens |
|---|---|
| Can manage users | Adding team members and assigning their roles |
| Can manage roles | Creating roles and editing their permissions |
| Can manage modules | The Module Builder and Workflows |
| Can manage dashboard | Designing each role's home page |
| Can manage tasks | The Task Manager plugin (rented from the Marketplace) |
How many roles
Your plan limits how many roles a workspace has. See limits and usage.