A role decides what a person may see and do in each part of the app. You choose it when you invite or edit someone, then fine-tune it if needed.
Access levels
- None: the area is hidden from them.
- View: they can look but not change anything.
- Edit: they can add and change records.
- Full: everything in that area, including deleting.
- Extra actions, such as Download, are ticked separately.
- Open Users and edit the person.
- Pick a Role.
- Under What they can do, change any area or action that should differ.
- Save.
Good to know Only what you change by hand is kept as an exception. Everything else keeps following the role, so changing roles later stays simple.