User Roles Overview
Required Permission
This feature requires the TEAM_ADMIN_USER_ROLES permission.
User Roles are the foundation of Simply360's permission system. They allow you to create reusable permission sets that control what users can see and do.
What Are User Roles?
A User Role is a named collection of permissions that can be assigned to one or more users. Roles control:
- Feature Permissions - Which admin features and tools a user can access
- Collection Permissions - Which Data Collections a user can view, create, edit, or delete records in
- Field Permissions - Which fields within a collection a user can see or modify
- Wizard Permissions - Which Data Wizards a user can run
Why Use Roles?
- Consistency - Define permissions once, apply to many users
- Security - Ensure users only access what they need
- Scalability - Easy to manage as your team grows
- Flexibility - Users can have multiple roles, combining their permissions
Role vs. Team Admin
| Aspect | User with Role | Team Admin |
|---|---|---|
| Permission Source | Defined by assigned roles | Full access - bypasses all checks |
| Data Access | Only permitted collections/fields | All data |
| Admin Features | Only permitted features | All admin features |
| Best For | Regular team members | Administrators only |
Accessing User Roles
- Navigate to Admin → User Roles
- You'll see a list of all roles defined for your team
Getting Started
If you're new to User Roles, we recommend:
- Identify the different job functions in your team
- Create a role for each function (e.g., "Sales Rep", "Manager", "Support Staff")
- Configure appropriate permissions for each role
- Assign roles to users as you invite them