Roles & permissions

Summary

All employees who should access the company account can be assigned different roles, each with specific permissions. Available roles are Admin, Editor, and Reader. The person who creates the company automatically becomes the Company Owner.

Purpose

Not everyone who needs access should be able to edit everything. Roles allow inviting employees with permissions tailored to their tasks.

How are roles assigned?

The Company Owner invites employees under “Employees”, specifying the email, role, and invitation language. The employee joins the company via the link in the invitation email.

Roles

Company Owner

• Created when the company is registered (cannot be invited).
• Login clients: read, edit, create, delete
• Licenses: read; assign/remove; book
• Employees: read, add, remove
• Test users & company passwords: read, edit, create, delete

Admin

• Login clients: read, edit, create, delete
• Licenses: read; assign/remove
• Employees: read
• Test users & company passwords: read, edit, create, delete

Editor

• Login clients: read, edit
• Licenses: read
• Test users & company passwords: read, edit, create, delete

Reader

• Login clients: read
• Licenses: read
• Test users & company passwords: read