Managing User Roles & Permissions

Controlling what your team members can see and do is vital for data security. You can set these permissions during user creation or by editing an existing user.

1. Select the User Role
   
   In the user creation or edit form, scroll down to the Role dropdown menu. Select the appropriate hierarchy level (e.g., Company Admin, Manager, Staff).
   
   
2. Configure Granular Permissions
   
   For more specific control, click the User Permissions button located below the Role selection.
   
   
3. Toggle Access Modules
   
   A pop-up window will appear listing various modules (Cards, Email, Meetings, Tasks). You can set specific rights for Create, Edit, View, and Delete capabilities.
   
   • Blue Toggle: Access Granted
   • Grey Toggle: Access Denied

   

4. Save Permissions
   
   Once you have configured the access levels, click Save & Close inside the permissions window.