How to set up the roles and permissions of my organization?

You want to set up the roles and permissions of your organization. Find out how to do it in this article.

Step 1

In your organization dashboard, go to "SAFETY", then click on "Roles".

Step 2

By default, 2 roles are created : "Member" who have the basic permissions and "Owner" who have all permissions.

To create a new role, click on "Create a new role".

Step 3

Enter a name for the role, a description (optional) and tick the boxes of the actions allowed for this role. Click on "Save" to validate.

Start again for all the roles you want to create.

Step 4

Once the roles created, you can choose the default role. By default, "Member" is the default role.

To modify it, click on "Member" in "Default role" and choose the default role in the drop-down menu. Click on "Save" to save the changes.

Remarks

• The permissions of "Member" and "Owner" can't be modified. However, you can modify the permissions of the roles you created by clicking on the options button and by selecting "Edit". To delete it, click on "Delete the role".
• Only the owner of the organization can define roles.