Roles & Permissions in Orufy Projects

Overview

Managing user roles and permissions in Orufy Projects is designed to be efficient and effortless, ensuring that team members have the right access to perform their tasks.

Role Examples

1. Super Admin:

   • Has full access to all project features and settings. This role can edit and manage all aspects of the projects, including creating, updating, and deleting projects, managing users, and configuring global settings.

2. Agent:

   • Limited to creating new projects. This role does not have access to other administrative or editing permissions.

Step 1: Add a New Role

1. Add New Role:

   • Click on Add New Role in the Roles & Permissions section. A dialog box will pop up.

2. Enter Role Name:

   • Input the name of the new role and click Save.

Step 2: Configure Permissions

1. Assign Permissions:

   • After creating the role, assign the necessary permissions based on the responsibilities of that role. You can adjust permissions such as creating projects, managing users, editing global settings, and more.

2. Delete Role:

   • If a role is no longer needed, you can delete it from the Roles & Permissions section.

How to Add a Role to Your Team Member in Orufy Projects

Step 1: Access Manage Users

1. Go to the Projects Dashboard:

   • Start by navigating to the Projects Dashboard in Orufy Projects.

2. Manage Users:

   • Click on Manage Users to view the list of team members in your project.

Step 2: Assign a Role

1. Locate the User:

   • Find the user to whom you want to assign a role.

2. Assign Role:

   • In the user's row, locate the Role section.
   • Click on it and select the role you’ve created from the dropdown menu.

3. Save Changes:

   • Once you’ve selected the role, the changes will automatically apply, granting the user the permissions associated with that role.