Manage Company Roles

In this topic, we'll show you how to add and assign Company Roles.

Note: Company Roles can be used for restricting access to certain products, modules, information or actions within a company.

Add Company Roles

  1. Click on the profile image located on the top right corner of the Builderbox screen.


     
  2. Click on Settings.



  3. Click on the Roles from the left navigation.

      

  4. Click on Company Roles.

      
     
  5. Click on the Select Company drop down and select a Company.



      

  6. Click on the Add New Role button.



  7. Enter a name and a description for the role.



  8. Click on Company Templates. Note: We are using Company Templates module as an example here. You can replicate the same process for any other modules on the list.

  9. Select the check boxes next to the permissions/resources that you want to assign to the members with this role.



  10. Click on the Save button.
    Note: The new role will be successfully saved.


Assign Company Roles

  1. Click on the profile image located on the top right corner of the Builderbox screen.



  2. Click on Settings



  3. Click on the Roles from the left navigation.

      
     
  4. Click on Company Roles.

      

  5. Click on the Select Company drop down and select a Company.



      

  6. Click on View Role Members icon.

      

  7. Click on Assign Role drop down located next to the member, whom you want to assign a role to, and select a role from the list. Let’s select Custom Role for the tutorial purposes.

      

  8. Click on the Done button.
    Note: The selected role will be assigned to the selected member.


Save

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