Creating a custom role

When the seeded roles do not fit, build your own in the role editor. Work top to bottom and it takes a couple of minutes.

1. On the Dashboard, open the Roles tab and click Add Role.
2. Type a Role Name. The casing you type is the casing everyone sees, so Support Lead stays Support Lead.
3. Work through the Permissions tabs. There is one tab per resource, twenty in all, covering things like Chats, Orgs, Projects, Requests, Issues, Frcrs, Tasks, Comments, Files, Users, Roles and Maintenance. Each tab carries Create, Read, Update and Delete checkboxes.
4. Use the shortcuts rather than clicking eighty boxes. The blue tick button above a tab grants everything on that tab and the red minus revokes it. Grant All and Revoke All below the tabs do the same across every resource, so you can start from everything and take things away.
5. On the Orgs and Projects tabs there is an extra ShowAll checkbox. Leave it off and the role sees only what the person is a member of. Turn it on and it sees every organisation or project.
6. Tick the Access To boxes: Access Admin, Access Dev and Access User. These decide which of the three modules the role can open at all. A role with none of them can sign in and reach nothing.
7. Choose a Type, either Internal or External. External roles never see internal items.
8. Click Add Role.

The role appears in the Roles list straight away and is selectable in Add User and Edit User. Permissions are re-read on every request, so a role you fix now takes effect on that person’s next click. Nobody has to sign out and back in.