Introduction to Roles
Roles in Workflo provide a structured way to group users with similar responsibilities and access levels. Defining roles simplifies permission management, enforces accountability, and ensures teams have the right access for their tasks.
Key Features
- Role Templates: Predefined roles like Admin, Manager, or Contributor with standard permissions.
- Custom Roles: Create roles tailored to unique team needs.
- Hierarchical Access: Assign roles with different levels of access based on organizational structure.
- Easy Assignment: Quickly assign roles to new or existing users.
Creating and Managing Roles
- Navigate to ‘Roles’ in your admin settings.
- Click ‘Create Role’ and provide a descriptive name.
- Define permissions for the role at workspace, project, or task level.
- Assign users to the role based on responsibilities.
- Review and adjust roles periodically to reflect organizational changes.
Use Cases
- Team Organization: Ensure project leads, team members, and stakeholders have appropriate access.
- Security: Control who can edit, view, or manage sensitive data.
- Operational Efficiency: Simplify permission assignment and avoid errors by using role templates.
Workflow Example
An organization creates a custom ‘Project Manager’ role with access to task assignment, project dashboards, and reports. All managers are assigned this role, ensuring they can manage their projects effectively without granting excessive permissions to other workspaces.