Roles

Roles group users based on their activity within the organization or team. For example, managers take orders, cooks prepare them, and delivery persons deliver them. Users in each role may have different levels of access to data, which is determined by the settings of specific datasets: managers need all information, cooks only need to know what and when to prepare, and couriers need to know what, where, when, and to whom to deliver.

Managing Roles

To manage roles, first go to the workspace screen by clicking its name in the sidebar, then click “Roles” ①.

Please note: if clicking the workspace name does nothing, it means you do not have access to system settings. In this case, contact your workspace administrator.

Adding a Role

To add a role, click the blue “+” button at the bottom right of the screen.

In the window that opens, specify the role’s name and click “Save”.

Renaming a Role

To rename a role, click the corresponding row in the list of roles, make the necessary changes in the window that opens, and click “Save”.

Deleting a Role

To delete a role, click the corresponding row in the list of roles and select the “Delete” option from the context menu in the window that opens.

Please note: a role that is assigned to at least one user cannot be deleted.

Caution: this action cannot be undone! All the corresponding dataset permissions will also be deleted.