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.

To manage roles, click on your workspace name in the sidebar, then go to the “Roles” section.

Please note: if the workspace name is not clickable, it means you do not have access to the system settings. In this case, please contact the administrator or the workspace owner.

Adding a Role

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

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

Renaming 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.

Deleting 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: 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.