How Do User Roles Work?
When adding or editing a member of your team on your OverSuite app, you are asked to assign a role which defines what this team member can do in the system.
There are two default roles for you to choose from, but you can also create your own.
Global Administrator: A global administrator has full access to OverSuite and is not limited in functionality.
Member: A member can create and send engagement letters to clients, view only their own engagement letters but cannot configure anything else in the system.
Creating Your Own Roles: Different organisations work in different ways, so if the default roles don't quite fit for your team, you can create your own.
Step 1. Creating a New Role
Head to the Settings > Team page from the admin area of your app. This will bring up a list of all current users in the system.
Switch over to the roles tab to view and manage existing roles or create new ones.
Please note that you cannot edit the default roles, you'll want to create one instead.
Create a new role
To create a new role, click add new role.
Within the box that pops up you can define exactly what you want team members with this role to be able to do in OverSuite.
This is split between being able to view engagement letters and the configuration area, you just need to tick and untick boxes to define the role.
Save your role once you're happy with it!
Step 2. Assign the Role to Team Members
The final step is to assign the Roles you just created to team members, so head back to the members tab.
Edit the user you would like to assign this role to..
..and assign the role from the Roles dropdown.
Update the user and you're good to go!
If you have any questions, please reach out to us! 😃