Roles & responsibilities
At startup you have 3 default roles within the organization with different levels of access:
- Manager - Has full access to all features, including scheduling and handling issues, and changing settings.
- Service - Can only manage their own assigned tasks.
- Staff - Can schedule and complete issues but cannot modify settings.
Here are all the available permissions you can modify:
- Billing - Allows users to view and update billing information.
- Categories - Allows users to view, create, update, and delete categories.
- Documents - Allows users to view, create, update, and delete documents.
- Messenger Flow - Allows users to view and update messenger flow.
- Recurring Tasks - Allows users to view, create, update, and delete recurring tasks.
- Roles - Allows users to view, create, update, and delete roles.
- Spaces & assets - Allows users to view, create, update, and delete spaces and assets.
- Tasks - Allows users to add public tasks or manage their own tasks.
- Tenant - Allows users to update tenant settings.
- Users - Allows users to view, create, update, and delete user accounts.
It is also possible to change permissions for existing roles:
- Click on Organization
- Click on the building for which you want to change permissions
- Click on Roles & permissions
- Now click on the arrow of the user for which you want to change permissions
- Highlight or unmark the permissions you want
Follow the following steps to add or create a new role:
- Click Organization
- Click on the building for which you want to change permissions
- Click on Roles & permissions
- Now click the Add Role button
- Give a name to the new role and click Add Role
- Now you can change permissions via the list
