Configuring Default Role Permissions

Carddio allows you to define default permission sets for your four main roles: Company Admin, Admin, Manager, and Staff. Configuring these defaults ensures that every new user added to a role automatically starts with the correct access levels.

1. Access Role Permissions
   
   Log in to your dashboard. On the left sidebar, scroll down to the Company Settings section (or Settings) and click on Role Permission.
   
   
2. Select the Role to Configure
   
   At the top of the page, you will see tabs for each role: Company Admin, Admin, Managers, and Staff. Click the tab for the role you wish to modify.
   
   
3. Toggle Default Permissions
   
   Review the list of modules (e.g., Cards, Leads, Products). Use the toggle switches to grant or restrict access for this specific role.
   
   • Access: Allows the user to view the module in the sidebar.
   • Create/Edit/Delete: Grants specific functional rights within that module.
   • Blue Toggle: Permission is ON (Granted).
   • Grey Toggle: Permission is OFF (Restricted).

   

4. Save or Reset
   
   Scroll to the bottom of the page. You have two options:
   
   • Reset: Clicking this button will revert all toggles on the page to their original default state.
   • Update: Click this orange button to save your new configuration.

   

5. Confirm Changes
   
   After clicking Update, a confirmation window will appear asking how you want to apply these changes. Choose carefully:
   
   • Yes, change for all [Role] (Blue Button):
     
     This will save the new defaults AND immediately overwrite the permissions for all existing users who have this role.
   • No, Update Settings Only (Red Button):
     
     This will only save these permissions as the default for new users created in the future. Existing users will retain their current permissions.