Create a role

Add the role

1. Open Settings → Organization → Roles. Open in Teamhood
2. Select Add role. A column called New role appears at the end of the grid, and permits nothing.
3. Open the column’s header menu and choose Rename.
4. Work down the rows, setting each cell to No access, Read only or Read & write. Each change saves at once.
5. Assign the role to people on Settings → Organization → Users, in the Role column.

Override one type or field

Under Item types there is one row per type. Expand a type to get one row per field. A type row that reads Mixed means its fields do not all agree.

A field follows its type until you give the field a value of its own. Setting a type’s cell resets every field under the type back to following the type.

Clone, reorder or delete a role

• Clone is in the column header menu. Clone copies the role into a new editable role named <name> (copy).
• Reorder: drag the grip in a role’s header to move that role. Administrator always comes first.
• Delete is in the same menu. The dialog first moves anyone holding the role onto another role. Administrator cannot be deleted.

Permission needed

Adding, renaming, cloning, reordering and deleting roles all need the role-management permission. No row in the grid grants that permission, so administrators manage roles. If the button and the menu entries are missing for you, see Why was my request refused?.

Next

• Roles and permissions
• Who can see a view