How to Manage User Roles on Leanbe
On Leanbe we differ basic and advances role management. The basic role management comes with the Starter plan and the advanced one with the Business plan.
The tutorial will help to manage those roles.
With the Starter plan the default roles are Admin and Product Manager.
In order to access the user roles and check the available permissions, follow the steps below:
From your Leanbe Dashboard open the Settings tab and click Role management.
Choose the role you wish to get more details about and click Edit.
With the Business plan, the default roles are Contributer, Support, Technical, Finance, Marketing, Admin, Product Manager.
It is possible to edit roles by changing the role names and permissions, delete roles and also create a new role.
When creating or editing the role, it is possible to use the ''Can give access to user'' option to manage the permissions for them.
For example, if user (A) invites a team member (B) and the ''Can give access to user'' option is unchecked, the invited team member (B) can invite another team member (C), but the new team member (C) won't have the option to manage the permissions when creating a new user role. And visa versa, when the ''Can give access to user'' option is checked, the invited team member will be able to have access to those permissions and manage them.
That's it! Those were the steps to manage roles on Leanbe.
The tutorial will help to manage those roles.
Steps to customize roles
With the Starter plan the default roles are Admin and Product Manager.
In order to access the user roles and check the available permissions, follow the steps below:
From your Leanbe Dashboard open the Settings tab and click Role management.
Choose the role you wish to get more details about and click Edit.
With the Business plan, the default roles are Contributer, Support, Technical, Finance, Marketing, Admin, Product Manager.
It is possible to edit roles by changing the role names and permissions, delete roles and also create a new role.
When creating or editing the role, it is possible to use the ''Can give access to user'' option to manage the permissions for them.
For example, if user (A) invites a team member (B) and the ''Can give access to user'' option is unchecked, the invited team member (B) can invite another team member (C), but the new team member (C) won't have the option to manage the permissions when creating a new user role. And visa versa, when the ''Can give access to user'' option is checked, the invited team member will be able to have access to those permissions and manage them.
That's it! Those were the steps to manage roles on Leanbe.
Updated on: 12/05/2023
Thank you!