Manage roles

Users in the platform have different roles that define which tasks they can perform and what information they can access. Roles are typically assigned automatically when a user is added to the platform, but may sometimes need to be changed manually.

📌 More about roles and permissions

Via the group

1. Navigate to Organisation > Manage Organisation via the main menu.

   • Find the relevant group and click the three dots (• • •) that appear to the right when you hover over the group.

2. Select "Permissions".

   • In the dialog that appears, you’ll see the group’s users and their current roles.

   • At the bottom of the window, you’ll find the option to add users and assign roles to the group.

3. Click "+ Add user"

   • Choose the role you want to assign.

   • Select the user.

   • Limit access to the selected group or choose "Include children" (e.g. when assigning access to a summary group with multiple underlying groups).

   • Choose whether to "Limit to same hierarchy" or allow the role to apply to the entire organisation.

4. Click "Add" and "Save".

Via the user

1. Navigate to Organisation > Manage Organisation via the main menu.

   • Locate the relevant user and click the three dots (• • •) that appear to the right when you hover over the user.

2. Select "Permissions".

   • In the dialog that appears, you’ll see the user’s current roles and which groups they apply to.

   • At the bottom of the window, you’ll find the option to add a new role.

3. Click "+ Add role".

   • Choose the role you want to assign.

   • Select the group the role should apply to.

   • Limit access to the selected group or choose "Include children" (e.g. when assigning access to a summary group with multiple underlying groups).

   • Choose whether to "Limit to same hierarchy" or allow the role to apply to the entire organisation.

4. Click "Select groups" and "Save"