Manage Admins & Roles
Making users administrators grants them initial access to the dashboard and enables you to assign them roles tailored to their responsibilities with the necessary permissions.
Here are the overall steps for managing access and roles:
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.
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.
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.
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.
