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Users & roles is where you decide what each person can open. A person can hold more than one role. Their access is the combination of those roles. Inviting someone into the organization is still done from the organization menu. This screen assigns roles after they have joined.

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Open Users & roles

1

Navigate

  1. Open Settings → Data & Admin.
  2. Under Users & roles, click Role-based access control.
The page subtitle is Pick a member to see and change their roles. A member’s access is the combination of their roles. If you cannot open the page, it says You don’t have permission to view users and roles.

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Assign roles

1

Select the person

Open Member and select them. Search by name.
2

Turn roles on or off

Under Roles, check the roles they should have. The change saves as you click. A toast confirms Roles updated for that person.Effective permissions lists every page they can open, with View, Create, Edit, Delete, Post, and Manage where that page has the action. Granted by names the role that allows it.
Someone with no roles shows No roles · Admin by default. Until you assign a role, they keep full access. Assign a role when you want to limit them. Keep at least one person who can manage roles. adorabl will not let you remove the last role manager.

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Roles

The sidebar and search hide pages the person cannot view. Opening a page they cannot view shows that they have no access.

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Example: Trail Ridge Outfitters

The owner wants the bookkeeper in the books and the warehouse lead in fulfillment only.
  1. On Users & roles, they select the bookkeeper and check Accountant.
  2. They select the warehouse lead and check Warehouse.
  3. Effective permissions for the warehouse lead shows items, fulfillments, and stock, and does not show journal entries.

Organization settings

Invite people into the organization.

Audit log

See who changed a record.