Role and permissions

Managing Roles and Permissions in Naologic

Naologic offers a powerful feature for managing user roles and permissions within your organization. This feature allows you to create specific workspace roles to enhance collaboration while ensuring that users only have access to relevant content and apps.

How do I access and manage workspace roles?

  1. Navigate to the top right corner of your screen and locate Workspace Settings.
  2. Click on Workspace Settings and find the User Management section.
  3. Within the User Management section, click on Roles. You'll be taken to the User Roles table.
  4. The User Roles table displays existing roles, their creators, and associated access rights. To edit or delete a role, simply hover over the role and click Edit or Delete.

How do I create a new user role?

  1. Locate the Create New User Role button at the top of the User Roles table and click it.
  2. You'll be taken to a form where you can specify the role basics, such as the role name and invite levels.
  3. Specify the role name and choose which other roles this role can invite to join the workspace.
  4. Assign a tag color to the role and configure workspace access for each app, including granular controls for specific features.
  5. Enable or disable notifications for this role as needed.
  6. Review all the assigned rights for each app in your workspace and click Create Role. Your new role will now be available for assignment to other users in your workspace.

Customizing your workspace with tailored roles ensures a streamlined experience for your team members and promotes efficient collaboration. Should you have any further questions or require assistance, please don't hesitate to reach out.

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