For: Owners
Every admin in Jolly is assigned a role, and that role controls which tabs they can see and what they can do in each one. Roles are managed from Settings -> Roles & Permissions.
The three access levels
Each role sets one of three access levels for every tab:
Read & Write - can view the tab and take actions (create, edit, delete)
Read Only - can view the tab and its contents, but cannot make changes
No Access - the tab is hidden entirely
The five default roles
Jolly ships with five default roles. They're presets, so they can't be deleted, but they're a starting point for building custom roles (see below).
Owner - full Read & Write access everywhere, including Wallet, Billing, Integrations, Security, and Roles & Permissions. Only Owners can create, edit, or delete roles and assign roles to other admins.
Manager - Read & Write access to Contacts, Send, Campaigns, Referrals, Attachments, Items, and Chatter. Read Only on Home, Intelligence, and most Settings tabs. No access to Wallet, Billing, Integrations, or Security.
Finance - Read & Write access to Home, Wallet, and Billing. Read Only on Contacts, Campaigns, and Chatter. No access to Send, Referrals, Attachments, Items, Intelligence, or the other Settings tabs.
Recruiter - Read & Write access to Send and Referrals. Read Only on Home, Contacts, Campaigns, and Chatter. No access to Wallet, Attachments, Items, Intelligence, or Settings.
Staff - Read & Write access to Send only. Read Only on Home, Contacts, Campaigns, and Chatter. No access to Wallet, Referrals, Attachments, Items, Intelligence, or Settings.
Creating a custom role
Go to Settings -> Roles & Permissions
Click + Create role
Enter a Role Name and optional description
Optionally choose a default role as a preset to auto-fill permissions, then adjust individual tabs
Click Create role
A custom role can't be made more permissive than the admin creating it - any permission level above your own access is grayed out and can't be selected.
Editing or deleting a custom role
Select the custom role in the sidebar and click the pencil icon to edit its name, description, or permissions
Click Delete Role inside the edit modal to remove it. Deleting a role automatically reassigns any admins who had it to Staff
Assigning a role to an admin
Only Owners can assign or change an admin's role, from Settings -> Admins. See How do I add or remove an admin user to my account? for the exact steps.
Questions? Click Help in the left sidebar to start a chat with us. You can also email support@jolly.com (Mon-Fri, 9am-5pm ET; after-hours messages answered next business day).