Overview
You can allocate different 'Roles' to your users on OneUp which will dictate which features they can access on the platform.
🔐 Permission required: Manage Permissions
By default, OneUp creates 3 types of role:
User - this tends to be allocated to your non-managing team members and by default grants barely any configuration access outside of their own profile information. They have a 'view-only' experience of OneUp.
Admin - this tends to be allocated to your managing team members and by default grants complete access to configuration of all the features on OneUp.
Master User - the only difference between this role and the 'Admin' option is that this role also gives access to view important billing details and invoices.
Customizing Roles on OneUp
We understand that in most organizations your team will not simply fit into one of the three default roles that we provide. This is why we make it easy for you to create your own custom roles and permissions structure.
To customize your own roles and permissions:
Select the manage icon in the main navigation menu. This is on the far right, next to your user profile picture or initials. Then, select platform settings:
Navigate to Roles & Permissions, in the Users & Access area.
Here you can see a column for each of the roles that already exist on your platform.
Permissions are grouped by platform feature or area: you can see these as headings or subheadings.
If a box for a permission is ticked, it means that a user with that role will be granted the ability to do whatever the permission is describing. If the boxed is not ticked, the user will not have access to that feature, or ability.
💡 Hovering over the question mark symbol next to each permission will outline what each means in more detail.
Create and assign a new Role
On the Roles & Permissions page, click on the blue Create Role button in the top right of the screen.
Give the new role a name.
Click the blue Create button in the bottom right of the pop up window.
You will then see a new column appear on the page with the role name you created at the top.
This column will initially have no permissions granted. Select the role boxes will grant access to that feature for the role you created. Work through the list of permissions and tick the checkboxes to allow access to that area/feature.
Once you have finished, head to the users page (Manage icon in main navigation > Users) to select members of your team that need the new permission:
Do this individually, by selecting the dropdown next to each user:
Do this in bulk, by selecting all users you wish to assign the new role to and then, select add teams/roles and add roles in the bulk action menu at the bottom:
