Roles & permissions
Roles allow you to define the conditions of access to your back office. This allows you to display certain data only to certain users and not to others. Your back office comes with two roles by default: Administrator and Collaborator. The Administrator role cannot be deleted and contains all the permissions of your back office.
Composition
A role is defined by a single name, which can be translated into multiple languages, and a set of permissions. A permission is an action on a data of the application. Possible actions are:
- List
- View
- Add
- Edit
- Delete
- Archive
As well as all the custom actions defined by your workflows.
A role has a set of default permissions that you should keep for your back office to work optimally. However, it is possible to delete all or part of them. These default permissions are:
- Abort Task
- Add Comment
- Add Meeting
- Add Message
- Add Task
- Archive Meeting
- Archive Message
- Archive Task
- Complete Task
- Delete Comment
- Delete Meeting
- Delete Message
- Delete Task
- Edit Comment
- Edit Meeting
- Edit Message
- Edit Task
- List File
- List Import
- List Meeting
- List Message
- List Task
- Reopen Task
- Start Task
- View Chart
- View Import
- View Meeting
- View Message
- View Metric
- View Ranking
- View Task
Security
⚠️
The Administrator role should only be assigned to trusted users in your back office.