Roles are a permissions configuration that governs how team members can use Defastra, the data that can be accessed, the features that can be used, and so on.
Before inviting a team member, you must create at least one
Head over to the
Role management tab and click on
CREATE A NEW ROLE:
Every permission setting for the
Role is detailed with a simple sentence explaining what will or will not be permitted.
Provide a name for the
Role you are creating. Ensure the name reflects it’s purpose, or denotes your desired hierarchy.
The only permission setting where you should enter a value is the
Maximum daily check allowed: this permission is used as the limit to daily usage of the team member.
Input the number of requests (Deep Checks) you want, or let it blank for no restriction.
Roles can be edited whenever needed and will automatically update the linked team members' permissions.
Roles cannot be deleted if team members have been assigned the
Role, or has pending invited members under it. To remove a
Role with members assigned, you must first remove the assigned team members, then the
As the main account owner and team administrator, you are not under any
After creating at least one
Role, you can invite your first team member.
Updated 11 months ago