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How to manage custom roles on Partoo?

Control your team’s access by setting up custom roles.

M
Written by Margaux
Updated today

From Partoo, you can create custom roles tailored to your organisation’s needs, with over 100 available permissions to assign to each user.

  • Custom roles offer great flexibility, allowing organisations to go beyond the default roles and define their own.

  • This gives central teams granular control over local team permissions, with the ability to manage access both by role and at the individual user level.

  • Roles are designed to scale easily, making it simple to manage access and permissions as your organisation grows.

Who can manage custom roles?

Only organisation administrators can create, edit, and delete these tailored roles.

  1. From the ⚙️ Settings menu, go to the “Team and Organisation” page, then click on “Roles and Permissions”.
    Here, the default roles — Business Manager and Group Manager — are already available.

  2. Click on “Create Role”.

  3. Give the role a name and add a description in the “Description” field.

  4. Start configuring the role by selecting one of the available permission categories: Presence, Reviews, Messages, etc., depending on your subscribed products.

  5. For each category, tick the boxes for the permissions you want to grant. Unticked boxes mean the permission is not granted.

  6. Click “Set Selection” to confirm your choices.

  7. Once you’ve configured all relevant categories, click “Create Role” to finalise.

How to Assign a Role to a User

  1. From the ⚙️ Settings menu, go to the “Team and Organisation” page, then click on “Users”.

  2. You can then:

    a. Select an existing user and click “Edit Profile”, or

    b. Create a new user by clicking “Create User”.

  3. In the user profile, go to the “Role” section and click the dropdown menu.

  4. Select the role you want to assign from the list.

  5. Confirm by clicking “Save” or “Create User”.

How to Edit or Delete a Custom Role

Edit a Role

  1. From the “Roles and Permissions” page, click the three dots to the right of the role you want to edit

  2. Click “Edit”

  3. Make changes by adding or removing permissions

  4. Confirm by clicking “Create Role”

Delete a Role

  1. From the “Roles and Permissions” page, click the three dots to the right of the role you want to delete.

  2. Click “Delete”.

  3. If there are users currently assigned to the role, a warning will appear. You’ll need to enter the name of the role to confirm the action and tick the checkbox next to the message: “Please enter the name of the role XXX below to confirm this action”.

  4. Then click “Confirm”.

  5. These users will no longer have a role assigned.

Don’t hesitate to contact your account manager if you have any questions!

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