Roles and permissions are a powerful feature that allows you to control what your team members can see and do in the application. You can create custom roles with specific permissions and assign them to your team members.
How it Works
A role is a collection of permissions. For example, you could have a "Manager" role that has permissions to create, edit, and delete records, and a "Viewer" role that only has permission to view records.
A permission is a specific action that a user can perform. For example, you could have a permission to "create users" or a permission to "delete articles".
By assigning roles to your users, you can easily manage their permissions. When you update the permissions for a role, all the users with that role will automatically have their permissions updated.
Creating a New Role
To create a new role, follow these steps:
- Navigate to the Roles section in the Workspace menu.
- Click on the New Role button.
- Fill in the required details, such as the role name and description.
- Select the permissions that you want to assign to the role.
- Save the role.
Assigning Roles to Users
To assign a role to a user, follow these steps:
- Navigate to the Users section in the Workspace menu.
- Click on the user you want to assign a role to.
- In the Roles section, select the role you want to assign.
- Save the user.
The user will then have all the permissions that are associated with the role.
By using roles and permissions, you can ensure that your team members only have access to the features and data that they need to do their job.