Roles & permissions (RBAC)
Control what each role can access.
Roles define what users can do. Each role grants permissions per module (typically view / create / edit / delete), and users are assigned a role that determines their access.
Create / edit a role
- Open Settings → Roles.
- Create a role and give it a Role name.
- Set its permissions per module (Overview / view, create, edit, Delete).
- Save — assign the role to users (its role key is used as the user’s organizationRoleKey).
Grant the least access needed; you can broaden a role later. Roles drive the dropdown used when inviting users.
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