Manage Admins & Roles

making users administrators grants them initial access to the dashboard a nd enables you to assign them roles tailored to their responsibilities with the necessary permissions here are the overall steps for managing access and roles understand access learn how access depends on admin levels and roles admin access overview plan roles plan the key roles you'll want, such as content creator, app designer, or settings manager, and consider the specific tasks associated with each role define your roles add roles & permissions choose the permissions that fit with the tasks assigned to each role for each selected permission, customize the access level, whether editable or not add roles & permissions permission definitions how do i ensure a role has the correct permissions? to ensure you have the permissions you need, please let refresh’s customer success team know what additional roles you'd like assign admins & roles once you've defined roles and configured permissions, it's time to assign them to users assign admins & roles review & refine regularly review your roles and permissions settings to ensure they remain aligned with changing organizational needs as your team grows and tasks change, you'll want to refine your roles, ensuring optimal productivity and security view admin privileges in this section admin access overview docid\ rrssnv5pnqqkvn13fwha0 define your roles docid\ frnx4xsiu0qizw1 nbwh2 add roles & permissions docid\ wldfrvlhep4f1wtsvgcoh assign admins & roles docid\ hl 2u1xyd6azrq hjruei view admin privileges docid\ h1 y hfo3xtdyhg0wferf permission definitions docid\ cw87g4n2ohb5n6gcexzzr