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 the 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:
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.
Customising 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 the More button in the navigation at the top of your screen, you can then click Users:
Once there, click the Roles & Permissions tab at the top of the page to access the role and permission modal.
How the Roles & Permissions page works
Within the modal, 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.
If a box for a permission is ticked, it means that a user with that role will be granted permissions to use the referenced feature of the platform. If the boxed is not ticked, the user will not have access to that feature.
Steps to create and assign a new Role
Once inside the Roles & Permissions modal, 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. Clicking the role boxes will grant access to that feature for the role you created. Work through the list of permissions and click the boxes to allow access to that area/feature.
Once you have finished, close the modal and allocate the new role to the members of your team that need it, by selecting the dropdown next to each user:
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.