Roles

Introduction

In Building Swell, user roles define the permissions and access levels for individual members of your organization. This guide explains how to create, modify, and delete user roles.

Step-by-Step Guide

Navigating to Roles

• Go to the Settings tab.
• Click on the Roles tab.

Creating a New Role

• Click the 'Add' button located at the top right corner of the screen.
• Enter a 'Name' and 'Description' for the new role.
• Adjust permissions as required. For instance, you can provide read-only access for a particular module or allow full access.
• Save your settings.

Editing an Existing Role

• Find the role you wish to edit and click the 'Edit' button.
• Modify permissions as needed.
• Click 'Save'.

Deleting a Role

• Locate the role you wish to delete.
• Click the archive bin icon.
• Confirm the deletion.

Tips & Tricks

• Consider a clear naming convention for roles to make it easier for administrators to assign them.
• When roles are updated, affected users will need to log out and log back in before changes take effect.
• Regularly review permissions to ensure security and simplifying workflows for your team.

Conclusion

Managing user roles is a crucial aspect of maintaining the security and workflow of your organization within Building Swell. By setting up roles thoughtfully, you can ensure the right balance between flexibility and security.