Roles allow you to give permissions to your team to access your workspace, create private categories in Knowledge Base, and many many more.

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Creating a Role

To create a role, follow the steps below:

To continue, you’ll need the following permission: Workspace Admin

1

Go to the Roles Page

Firstly, go to the Roles Page by going to Settings > Roles.

2

Create a Role

Click Create Role in the top and it should create a role named “new role”.

3

Select Which Permissions to give.

After creating a role, you’ll need to give it permissions. To give it permissions, just toggle the switch located on the right side of the permission.

In order for a staff to access the workspace, they must have at least one permission.
4

Assign the Role to Your Staff!

Once the permissions have been selected, scroll down until you see Assigned Group Roles and Manual Members.

For Asisgned Group Roles, select which roles by switching the toggle on or off will recieve the role and its permissions. For Manual Members, you’ll need to manually type their usernames and select from the dropdown.

Be sure to hit Save to save your role!

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Administrative Permissions

Some permissions can cause harm to your workspace if given to a bad actor. Here’s the list of all levels of permissions:

The permissions below can be given to everyone without harming your workspace:

  • View Workspace
  • Request timeoff
  • View Knowledge Library
For Sessions:
  • Assign Host to Self (for Hosts)
  • Assign Co-Host to Self (for Co-Hosts)
  • Create New Server (for Hosts and Co-Hosts)
  • Change Week on Calendar

If you want the staff to access the workspace, enable View Workspace. This will also allow you to give more permissions to the staff.

Please do note that it’s up to you to decide whether they will gonna need the permission. These are only our suggestions to help you on deciding if a permission should be given to everyone, or to only a handful of people.

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Dependent Permissions

Some permissions are hidden because they are dependent to a parent permission. This means in order for them to be given, they will need their parent to be enabled first.

Below is the list of all parent permissions:

  • View Workspace
  • View Knowledge Library
  • View Other Staff
Time OffLogbook