How Do Roles & Role Levels Work Together?

• A role is a named, reusable permission set.
• Instead of assigning individual permissions one by one, you can bundle them and give your users a role with preset permissions. Cool, right?
• View the roles table to see the role name, role level and permission access.
  • e.g. An HR Manager role tied to an organisation role level with full view, edit, create and delete access.
• Every role is permanently tied to a specific "role level" (Organisation, Department, Cost Centre, Project, or Stage) as seen in the first column of the roles table.
• However, because changing a role level would silently break existing access, a role's level is locked and cannot be changed after it is created. To change the role level you need to create a new role with a new role level.

How To Create A New Role?

Admins can create a role by navigating to the Users & Permissions window and clicking on the Roles Tab and then Create+.

• A modal will appear. Fill in the role name, description and role level and toggle individual permissions (here listed by product area) on or off for granular access.
• A summary count at the top of the table shows how many permissions are active per area.
• Click Save, and the role becomes immediately available for assignment.

How To Assign Roles In Projects?

Project managers can add project roles and even bulk assign roles to their users in the Users & Access tab while working in a project. Simply click on the Add to team+ button. This triggers the normal Add user workflow.

Project managers can also add stage roles and allocate permissions to their project team based on stages. For more detail, read the full Permissions How-To-Guide here.

Happy Hiring!

- The Wamly Product Team