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Help / Your business and staff

Roles

See every role your business can grant, how many permissions each holds, and open one to change it.

What this page is for

A role is a named set of permissions. A person can do whatever any of their roles allows. Tulindo seeds five roles when your business is set up; you can change what each one grants, and — if your plan includes custom roles — add your own.

The columns:

  • Name: the role's name.
  • Key: its fixed identifier, used by seeders and support and never shown to the people it is granted to.
  • Kind: Seeded (one of the five Tulindo created) or Custom (one you added).
  • Permissions: how many permissions it holds, or Every permission for the Owner role.

Only people whose role can manage roles see this page.

How to…

How to see what a role grants

Press the row, or open its row menu and choose Open.

How to add a custom role

Press New role. See New role. Only available where your plan includes custom roles; otherwise a notice explains that you can still change the permissions of the seeded roles other than Owner.

How to delete a custom role

Open the row menu and choose Delete role, then confirm. Everyone holding it loses it, and the permissions it gave them, at once. A seeded role cannot be deleted.

If something goes wrong

  • Your plan does not include custom roles, so no new role can be created. The permissions of the seeded roles, other than Owner, can still be changed. — upgrade your plan on Billing for a custom role, or change what a seeded role grants instead.