Give a role to a user

A role gives a user a set of permissions at one place: the whole workspace, a company or a branch. You need the permission Give and remove roles.

Before you start

• You can give or remove only a role whose permissions you hold yourself at that place. The system refuses other attempts and records them in the security log.
• You cannot give a role to yourself.
• You can give a role to an active user or to a user with the status Invited. An invited user gets the permissions when they accept the invitation.
• A user without e-mail cannot hold an administrative role.

Give a role

1. Open the user detail page. See See the details of a user.
2. On the Roles card, select Give a role.
3. Select the role in Role.
4. Select the place in Where. The list shows only the places where you can give this role.
5. Select Give role.
6. If the app shows Confirm it is you, type your password in Password. If the dialog also shows Code from the app, type the code. Then select Confirm.

The new role shows on the Roles card as "role · place". The user gets the permissions at once.

You can also give a role on the Users page. Select the menu button (three dots) on the card of the user. Then select Give a role.

Remove a role

Warning: The user loses the permissions of the role at this place at once.

1. On the Roles card, select the cross on the role.
2. Select Remove role.
3. If the app shows Confirm it is you, type your password in Password. If the dialog also shows Code from the app, type the code. Then select Confirm.

The role does not show on the card after this step. The workspace must always have one active Workspace administrator. The system does not remove the last one.