Roles

Roles let you group what people are allowed to do in your workspace. Each role has a name you can recognize (for example, “Sales” or “Support”) and a set of allowed actions tied to different parts of the product (such as viewing reports or managing users).

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📋 The Roles list

The main screen is a table of all roles that belong to your organization. You do not see roles from other organizations. 🗂️ Columns 🔍 Search and paging The list can be searched (there is a search box with the placeholder “Search…”) and is shown 10 rows per page by default, so long lists stay easy to skim.

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➕ Adding a new role

At the top of the list there is an Add control. What happens when you use Add

1. The system creates a new role right away with a temporary automatic name (it looks like Role_ followed by random characters). This avoids clashing with names you already use.
2. You are taken straight to the Permissions screen for that new role so you can rename the role and choose what it may do.

If the system cannot create the role after several tries (for example, because of a rare name clash), you may see a message asking you to try again, and you return to the Roles list. After adding On the Permissions screen you may see a short success message explaining that the role was created and that you should assign what it is allowed to do.

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✏️ Editing a role (opening Permissions)

In the list, each row has an Edit control under Action. Edit opens the Permissions page for that role. There you set the role’s name (if you want to change it) and which actions are allowed. Details for that page are in the section below.

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🗑️ Deleting a role

In the list, next to Edit, there is a delete control (trash icon).

• The system asks you to confirm: “Are you sure?”
• If you confirm, the role is removed and you return to the Roles list with a message that the record was deleted.

On the Permissions screen you can also delete the role from there . 🖊️ Extra screen on the Roles page (name and Submit) The Roles page also contains a second block that is normally hidden. It includes:

• A Back control
• A title line that would read Add Role or Edit Role
• A Name field with short on-screen hints (question-mark style help)
• A Submit control

In normal use, Add sends you to Permissions after creating a role, so this hidden block is not the usual path for creating roles today. If your workspace ever shows this block, Name is where you type the role’s title and Submit saves it; feedback text appears above the button (“please wait,” success in green, or errors in red). After a successful save, the page typically returns to the Roles list.

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🛡️ The Permissions screen

Title: Permissions
Trail: Users → Role → Permissions This is where you name the role (or change the name) and choose exactly what that role may do across the product. 🏷️ Card title The card is titled Assign Permission. 📝 Form overview Everything on this page works together as one form that ends with an Assign button. When you use Assign, your choices—including the role name, if you changed it—are saved for that role. 🏷️ Role name Label: Role Name

• The current name appears as plain text.
• Pencil — Opens an area where you can type a new name. Use Update to save that name immediately without leaving the page. The list on the main Roles screen will show this name after you return there.
• Trash — Deletes this role. You are asked to confirm: “Are you sure you want to delete this role?”

Helper text under the name says you may edit the role’s display name. If you use the inline Update for the name:

• The name cannot be empty; you’ll be told to enter a name if it’s blank.
• The name must not duplicate another role’s name in your organization. If it does, you’ll see an error message.
• On success, the text on screen updates and a brief success message may appear.

There is also a hidden copy of the name used when you press Assign at the bottom, so the final save keeps the name in sync with what you see after an inline update. 🧩 Select all modules Select All Modules is a single switch at the top of the permissions area.

• Turn it on: Every module switch below turns on, and every individual permission under every module turns on.
• Turn it off: All of those switches turn off.

You can still change individual modules or single permissions afterward; the “select all” switch also updates automatically when your choices no longer match “everything on” or “everything off.” 📦 Which modules and permissions appear The areas you can turn on or off depend on your organization’s plan and which product areas are included for you. Modules are listed once each (no duplicates in the list). For each module name, the system shows the permissions that belong to that module. If a module has no permissions configured, you’ll see a short note: No permissions for this module. Permission labels on the screen use friendly wording (words are spaced and capitalized for reading), even though they may be stored with dashes behind the scenes. The screenshots below show how modules are grouped in the product (your exact list may differ by plan).

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📑 Left menu and main panel

The screen is split into two parts: Left — “Roles & Permissions” menu

• A vertical list of module names, each with an icon that matches the type of area (for example, dashboard, users, phone numbers, reports—icons vary by module name).
• Clicking a name highlights it and scrolls the right side so that module’s section is in view. This helps you jump around long lists without losing sight of the full page.

Right — All modules in one scrollable area For each module:

1. Module switch — Labeled with the module name. Turning it on checks all permissions under that module. Turning it off clears all permissions under that module.
2. Individual switches — One for each specific action in that module. You can turn actions on or off one by one.

The Select All switch at the top stays in sync: if every permission in the list is on, Select All turns on; otherwise it turns off. Each module switch also turns on only when all permissions under that module are on.

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💾 Saving your work — Assign

The Assign button sends your role name (including any change you made and synced via the hidden field) and all checked permissions to be saved.

• If everything succeeds, you are returned to the Roles list with a success message.
• If something goes wrong (for example, a duplicate role name when saving), you may see a warning and stay on or return to a safe state; in a general error case you might see a short error style message.

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🔗 How Roles connect to people

When you assign a person to a role elsewhere (on the user profile or user list), that person receives whatever allowed actions you configured on this Permissions screen for that role. Changing a role’s permissions changes behavior for everyone currently using that role.

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🔄 Complete Workflow Process