To create user roles within your organization, begin by clicking on "Settings," navigating down to the "Company" tab, and then selecting, "Roles." Here you will see the standard list of 37 permissions available to team members across your organization and a brief description of what the permission allows.

To set up a new role and grant or revoke these permissions, click on the pink button in the top left, "+Add new role."

Name the role according to your organizational preference (e.g. Management, LOA, Processor, etc.).

You then have the option to select 1 of 3 system roles or seat types that are present in Bonzo (e.g., SuperUser, Team Lead, or Team Member). However, we suggest leaving this system role blank.

This approach avoids the automatic assignment of roles every time a new team member is created and allows for greater flexibility across your organization. Instead, you can create various custom roles, such as LOA1 and LOA2, and apply them as needed without restricting them to a single seat type.

For instance, the LOA1 custom role I've created allows broader permissions, making it suitable for management positions or team leads. Conversely, the LOA2 role is designed with tighter restrictions, making it better suited for regular team members.

If you looking for more information on permissions including best practices scroll down and click on the button below labeled, "SuperUser: Permissions"

In general, when defining custom role permissions, ensure they match the responsibilities of each role. This approach guarantees that all users have the necessary access to perform their duties effectively and maintain the structure of your organizational hierarchy. Click "Create" to finalize the setup.

You can confirm that the role has been created and view the role's granted or revoked permissions by returning to the "Roles" page.

Make edits directly to this role by clicking on the dropdown next to each individual permission. Always remember to save changes.

You can "Edit," "Copy," or "Delete" the created role by clicking the three vertical dots or breadcrumbs next to the role name at the top.

After setting up the roles and permissions, implement them by assigning the roles to the appropriate team members within your organization. Navigate to the "Teams" in the General tab, click on a team.

Next, select a team member, scroll to the right, and click on the pink "Edit" button to assign them the new role.

In this update screen, you can assign your team to each new role you have created. Scroll down to "Custom Role," select the appropriate role, and click "Update."

In the team view, you'll notice the custom roles displayed next to each team member’s name and seat type. For instance, Bonzo Bob, our team lead, has been assigned the LOA1 custom role, which grants more permissions. Conversely, Molly Bonzo, a team member, has been assigned LOA2, a more restrictive role.

Keep in mind, it’s essential to regularly review and adjust the roles and permissions. This ongoing evaluation helps ensure that the access levels remain aligned with organizational needs as they evolve. Additionally, provide training for all users on their roles and the permissions associated with them to minimize confusion and maximize efficiency.