Role Permissions allow you to set specific permissions for each role. Keep reading to learn more.
You must be an Account Owner to access the Role Permissions tab
You can modify four permissions for each role:
- Create a Project
-
Edit a Project
-
Archive a Project
-
Delete a Project
Navigate to Settings and click Role Permissions under Advanced Settings
On this screen, click Edit to adjust your permissions
All roles are checked by default. Adjust as needed and click Save
After clicking Save you receive an on-screen message letting you know the Save was successful. You can see the various permissions are now un-checked for your roles
Now, when a Field User navigates to Create a Project, the button is greyed out and they receive an onscreen message alerting them they do not have a role that allows for creating projects
The Role Permissions affect all users under the selected role. Ex. Turning off Create a Project for Field Users will prevent ALL fields users from creating projects.