What are Roles and Permissions?

Roles are a collection of Permissions. They are used to control what a user can and cannot do when they are logged into the dashboard. As a real-world comparison, an area manager may have permission to create, read, update and delete employee records, but a local manager may only be able to read employee records. In this case, the roles are "Area Manager" and "Local Manager"; the permissions are Create, Read, Update and Delete employee records.

Important:

• You should only create new roles if you need to. For example, do not create a new role for each user; instead, create a role and fine-tune the permissions that can apply to multiple users.
• Carefully review each permission before adding or removing it as changes take effect immediately.
• Global Roles are available to every team and can be assigned to any user. It is recommended to use Global Roles as it keeps things simple when adjusting permissions.
• If you create a custom Role, and it is not a global role, you must assign it to a team.

To view available Roles, open your admin panel and click Roles.

To adjust permissions for a role, click the arrow on the right-hand side, then click Permissions. You can enable and disable permissions using the checkboxes. Don't forget to click Save Changes

Important:

• A user may have a different role on each team they are a part of. For example, a user could be a student on one team and a group analyst on another.
• Assigning roles and permissions in the dashboard does not affect the user's permissions when logged into Thinkific.