What Are Roles and How Do I Work With Them?

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 delivery persons need to know what, where, when, and to whom to deliver.

To manage roles, you need to go to the “Roles” section by clicking on the corresponding menu item on your workspace screen (to get to the workspace screen, click on its name in the main menu).

Please note: if the workspace name is not clickable or the “Roles” section does not appear in the menu, it means you do not have permission to manage roles. In this case, please contact the administrator or the workspace owner.

How Do I Add a Role?

To add a role, click on the plus at the bottom right of the screen.

In the window that opens, specify the name of the role and click the “Save” button.

How Do I Change the Name of a Role?

To change the name, click on the corresponding row in the list of roles, make the necessary changes in the window that opens, and click the "Save" button.

How Do I Delete a Role?

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

Please note: it is impossible to delete a role that is assigned to at least one user.

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