Custom Roles & Permissions

This guide explains how to create, manage, and delete custom roles in Dwelling Blocks, allowing you to define specific permissions for various responsibilities within your team.

Default Roles: Vendor and Administrator

Every new Dwelling Blocks account starts with two default roles:

• Vendor: Ideal for team members who complete assignments.
• Administrator: Designed for users needing full access to the account.

These system-generated roles come with predefined permissions, and individual permissions cannot be edited for these roles.  Each company must have at least 1 person with administrative privileges.  

Creating a Custom Role

To create a role tailored to your organization’s needs, follow these steps:

1. Navigate to Roles & Permissions:

   • Go to Company Settings > Roles & Permissions.
     

2. Add a New Role:

   • Click the Add Role button in the top-right corner.

3. Name the Role:

   • Enter a unique, descriptive name for the new role.
     
     

4. Set Permissions:

   • After naming the role, you’ll be taken to a permissions page where you can set Read or Write access for various features:
     • Read: Grants view-only access, allowing the user to see but not edit the feature.
     • Write: Grants full access, allowing the user to both view and edit the feature.
   • Simply check or uncheck boxes to customize access based on each permission type.
     

Editing Permissions for a Custom Role

To edit the permissions of an existing custom role:

1. Go to the Roles & Permissions page in Company Settings.
2. Select the custom role you wish to update.
3. Adjust Read and Write permissions as needed to align with the role’s responsibilities.

These changes will apply immediately to all users assigned to that role.

Deleting a Custom Role

To delete a custom role:

1. Go to Roles & Permissions and locate the role you wish to delete.
2. Click the three dots in the top-right corner of the role and select Remove Role.
   • Note: Deleting a role is permanent and cannot be undone.
     

Managing and Assigning Roles

Once created, custom roles can be assigned to users as needed. Custom roles provide a flexible way to ensure each team member has the right access level for their responsibilities, while maintaining secure and organized permission control.

For further management, you can return to the Roles & Permissions page to update or delete custom roles as your team’s needs evolve.

With Custom Roles, Dwelling Blocks empowers you to tailor permissions to align with your business processes, ensuring efficient and secure management of user access.