Create Custom roles and manage permissions
This article will guide you through creating and managing custom roles and permissions.
1. Navigate to the profile section
You can start by clicking on your profile.
2. Navigate to the Settings.
Open the settings
3. Select Roles and permissions
On the left side, select Role and permissions.
Here, you're able to create new roles and manage permissions. The current roles include Owner, Admin, Member, and Guest. Different categories are listed on the left side.
4. Control access to the modules
Click on a category to reveal a panel with different permissions.
Use the toggles to enable or disable permissions. Some permissions are locked by default. For instance, creating a workspace is only allowed for owners and admins, not for members and guests. Editing a workspace is also restricted to the owner and the admin, excluding the guest. However, for members, these permissions can be customised.
To enable a permission, click on the toggle.
Hit Save to apply changes.
Now, members can edit workspaces.
5. Create a new role
To create a new role, click on New Role.
Enter the role name.
Select a default role to inherit permissions from.
You may choose from admin, member, or guest roles.
Pick a role.
The permissions will be enabled or disabled by default based on the role you select.
Enter a description.
Use the toggles to enable or disable permissions.
These are locked by default as we've selected Member as a default role to inherit permissions from.
6. Customise permissions
In the Workspace section, customise the permissions for editing workspaces and inviting users to workspaces.
For this role, we'll disable these two permissions. You're free to change all the others.
Once done, click on Create Role.
Your new role is now successfully created. You can go to specific sections anytime to enable or disable permissions.
That's the process of creating and managing custom roles and permissions.
