What this page is for
This page creates a custom role, or changes what an existing role grants. A person can do whatever any of their roles allows, so a role is the one place that decides what a set of people can see and do.
The Owner role is the exception: it always holds every permission, including any added in future, and only an owner can make or unmake another owner. Opening the Owner role here shows a notice instead of a form.
A Seeded role — one of the five Tulindo created — keeps its name and key fixed but its permissions can still be changed. A Custom role's name, description and permissions can all be changed; its key is fixed once created.
Only people whose role can manage roles see this page, and creating a new role needs your plan to include custom roles.
Fields
Key
A short, fixed identifier for the role: lower-case letters, digits and underscores, starting with a letter. Required, and never changes once the role exists. Only shown when creating a role.
Example: shift_lead
Name
What the role is called.
Example: Shift lead
Description
What the role is for, to help whoever assigns it.
Example: Runs a shift and approves voids and discounts.
How to…
How to create a custom role
- Go to Organisation → Roles and press New role.
- Type a Key, a Name and, if useful, a Description.
- Tick the permissions this role should grant.
- Press Create role.
How to change what a role grants
- Open the role from Roles.
- For a custom role, change its name, description or permissions as needed. For a seeded role, only its permissions can be changed.
- Press Save changes.