OneSuite empowers you to establish a clear hierarchy within your organization by managing user roles and permissions. This ensures team members have access to the information and features they need to perform their jobs effectively. Here’s a structured guide to navigating role management:
Predefined Roles (Unmodifiable) #
OneSuite comes with a set of pre-defined roles that cannot be modified. These roles have fixed permissions designed to align with their typical functionalities within the platform. Here’s an overview:
- Client: This role provides access to relevant project information, documents, and invoices associated with their projects. Clients can typically view project progress, download files, and stay informed about project details.
- Member: This role grants basic access to the platform, allowing team members to view assigned tasks, collaborate on projects, and access viewing other team members.
- Admin: The Admin role holds the highest level of access within OneSuite. Admins can manage all aspects of the platform, including user accounts, roles and permissions, project settings, and overall system configuration.
Predefined Roles (Modifiable) #
Manager: Managers have a broader view within OneSuite. They can typically manage projects, assign tasks to team members, track progress, and potentially manage aspects of the lead pipeline or client interactions.
Sales: The Sales role empowers users to manage leads within the sales pipeline, track interactions, and potentially create proposals or quotes.
Creating Custom Roles #
If your organization requires specific user roles beyond the predefined options, you can create them with ease. Click on the “Create New Role” button to initiate the process.
1. Defining Role Identity
Assign a clear and descriptive “Role Name” that reflects the purpose or responsibilities associated with this role within your organization. For example, consider names like “Content Creator” or “Campaign Manager” for a clear understanding.
2. Tailoring Role Permissions:
This is where you define the level of access users with this role will have within OneSuite. Carefully select the modules and features they should be able to see and interact with within their profiles. This ensures team members have the tools they need without compromising data security.
3. Saving Your Configuration:
Once you’ve meticulously defined the role’s name and permissions, click on “Save”. This action finalizes the creation of your new custom role within OneSuite.
By effectively managing roles and permissions, you can create a secure and efficient workspace within OneSuite, empowering your team to collaborate effectively.
