Rolai uses role-based access controls to help organizations manage team collaboration securely and efficiently. Administrators can assign roles to users, ensuring each person has the right level of access to features and data.
User Roles in Rolai
The most common roles in Rolai are:
Admin:
Can manage user accounts and licenses, approve or deny license requests, deactivate or reassign licenses, and receive usage reports weekly or monthly (depending on client preference).
Has access to the admin dashboard to monitor platform usage and manage organization-wide settings.
Member:
Can use Rolai’s main features such as the Hub, Flows, Agents, Smart Tasks, and Knowledge Base, as allowed by the organization’s settings.
Cannot manage other users or access admin-level controls.
Managing Roles and Permissions
Admins can update user roles and permissions from the admin dashboard at any time.
When a user requests access, admins receive a notification and can approve or deny the request.
Admins can deactivate a user’s license at any time and reassign it to someone else as needed.
Admins can click on the dots against the member's name that admin wants to deactivate/disable. It will show ‘Disable User’ option.
The number of active users cannot exceed the number of licenses purchased, but admins can freely redistribute licenses.
Best Practices
Assign admin roles only to trusted team members who need to manage users and settings.
Regularly review user roles and permissions, especially when team members join or leave.
Additional Support
If you need any assistance, email support@rolai.com or use the Intercom chat feature in the app for direct help from our support team.