Roles & Permissions Overview
Understand access levels and choose the right role for each user.
Palistha Shrestha
Last Update 4 months ago
This section defines the access levels available in the system.
Each role controls:
Each role controls:
- What users can see
- What actions they perform
- Which parts of the system they can access
Roles are assigned when a user is created and can be reviewed anytime.
When to use this
Use this when you need to:
- Understand what each role means
- Decide which role to assign to a user
- Review access levels before giving permissions
- Compare different user roles
Available roles
The system includes four predefined roles:
Organization Owner
- Full control over the entire system
- Can manage billing, settings, users, and all modules
- Highest level of access
Organization Admin
- Can manage users and system settings
- Can access all or most modules depending on configuration
- Cannot override ownership-level controls
Standard User
- Can access assigned modules only
- Can perform day-to-day operations
- Limited system configuration access
Limited User
- Restricted access to specific features only
- Minimal permissions
- Used doe external or constrained access users
How roles are used
Roles are assigned to users during user creation.
Each role determines:
Each role determines:
- What modules the user can access
- What actions they can perform inside the system
- Level of control over system data
What to be careful about
- Assigning a higher role than needed increases security risk
- Assigning a lower role may block required work
- Role selection directly affects user experience in the system