Overview

You can allocate different 'Roles' to your users on OneUp which will dictate which features they can access on the platform. This is done from your users page which can be accessed from the bottom left settings menu.

Please note: you need admin permissions to be able to access this page

By default, OneUp creates 3 types of role:

  1. 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.

  2. 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.

  3. 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.

Customising the Roles on OneUp

We understand that in most organisations 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.

You do this from your 'Permissions' page that is also accessed from the bottom left settings menu.


How the Permissions page works

On this page you will see a column for each of the roles that exist on your platform across the top, along with a long list of permissions available on OneUp down the left hand side.

Please note: Hovering over the question mark symbol next to each permission will outline what each means in more detail.

The ticks and crosses simply represent whether that permission is available to the corresponding role or not (❌ a cross means someone with that role will not be able to access that area and a tick means that they will ✅ )

Steps to create a new Role

  1. Once inside the Permissions page, click on the blue 'Add Role' button in the top right of your screen.

  2. Give the new role a name and add a description so people know who should be allocated this role in the future.

  3. Click the blue 'Create Role' button in the bottom right of the pop up window you're working in.

  4. You will then see a new column appear on the page with the role name you created at the top.

  5. This column will initially be fully populated with red crosses. Clicking on the cross symbol will change this to be a green tick. You need to work through the list of permissions and click on the cross symbol in the instances where you'd like to allow access to that area/feature.

  6. Once you have finished, navigate back to your users page and allocate the new role to the members of your team that need it.


Troubleshooting

If you still require help on this topic, get in touch with our support team via the chat system or email support@oneupsales.co.uk.

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