Roles & permissions

In simple words

Roles & permissions is part of Workspace. Per-panel roles with per-action permissions. This guide takes you through it in 8 short steps.

Where it fits in your work — Oversee. Follow every panel's live numbers, the audit log, usage against your plan and security.

Before you start

• You need to be signed in to your company's workspace. Workspace appears in the Workspace dashboard and in the left menu when your role includes it.
• What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
• Roles & permissions belongs to Security & audit in Workspace. Per-panel roles with per-action permissions.

Step by step

1. 1

   Step 1

   Open Workspace

   Sign in to your company's Workspace. You see only what your role allows.

2. 2

   Step 2

   Open “Users, roles & seats”

   In the left menu, click “Users, roles & seats”. The “Centralized User & Role Management” screen opens.

3. 3

   Step 3

   Find what you need

   Type in the search box (“Search email, notes, ID...”) to find a record quickly.

4. 4

   Step 4

   Narrow the list

   Use these filters to see only what you want:

   • Search
   • Panel Access
   • Status
   • Category
   • Specific Role
5. 5

   Step 5

   Read the list

   Each row shows:

   • Account
   • Status
   • Category
   • Panel Access & Roles
   • Password
   • Created
   • Last login
6. 6

   Step 6

   Add a new one

   Click “New User Account” to add one. A form opens for the details.

7. 7

   Step 7

   Other actions on this screen

   You will also see these buttons:

   • Created
   • Last login
8. 8

   Step 8

   Done

   Per-panel roles with per-action permissions.

Tips

• You can use more than one filter together (Panel Access, Status, Category) to see exactly the records you want.
• The search box accepts: Search email, notes, ID.... Start typing and the list narrows down.
• Click a row to open that record and see all of its details.
• If you make a mistake, open the record again and correct it. Changes are recorded against your name so your team can see who did what.

Quick recap

Open Workspace → Open “Users, roles & seats” → Find what you need → Narrow the list → Read the list → Add a new one → Other actions on this screen → Done

What it connects to

• AI Intelligence

  Ask questions across all of the data the Workspace oversees.

• Help & Support

  Help and requests to the product team, from inside the Workspace.

• Client & Student Portal

  Decide who outside your company gets a portal, and see their activity.

What you will see on this screen

These are the parts of the Centralized User & Role Management screen, exactly as they appear in the product.

Why use Workspace

Workspace replaces dashboards, user admin, automation & integration tools, on the same login and the same data.

• See the whole company on one screen instead of opening ten tools
• Control who can see and do what, down to a single action
• Automate follow-ups across every panel without developers
• One audit log and one place for billing, brand and security

Who uses Workspace

• Founders & owners

  Watch the whole company on one dashboard and control access, billing and brand.

• Administrators

  Invite people, assign roles, import data and switch panels on or off.

• Managers

  Open any panel's analytics with date, department and owner filters.

• Everyone

  Get one notification inbox and one place to manage their own sessions and devices.

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