User Roles and Permissions

User roles allow you to categorize employees by departments/occupation (sales, marketing, accounting, etc.) and bulk assign user permissions. 

Each role grants its own set of permissions. Easily allocate access rights to modules both for new and existing employees within a few seconds.

A role is a customizable, pre-defined set of access rights to certain modules.

Create a New Role

To create a new User Role, go to My Team → User roles and click Create user role.

You can also create a new User Role by clicking Add → User role in the top right corner of My Team module.

Enter a name and description (optional) for your role. The description should be clear for anyone using this role, so they can see exactly what it allows team members to do in Flowlu.

Select access rights for all available modules in Flowlu.

Select users that will be assigned the created User role.

You can select team members for a User role either when creating it or later when editing it.

Click Save.

Editing or Deleting a User Role

If you want to edit User Roles, go to My Team → User roles to open the list of all existing roles and click it.

In this window you can:

• change the role activity
• set the sorting number
• edit role description
• edit access rights to the modules
• assign new users to the Role or remove already added users

To delete a role, go to the list of all roles and check the box next to the appropriate role or select multiple roles, if necessary. Click the trash can icon at the bottom of the list and confirm the action.

Assign a Role to Portal Users

You can assign a User Role to a portal user using several options:

• inside a user profile

• in My Team module on the role page

• when inviting a new user to the account