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The Roles page under Account Admin → Global Settings lets you define and manage permission sets that apply across your entire Experro instance or within specific workspaces. Use this page to see which roles exist where, who’s assigned to them, and to create or modify roles at the global level.

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What You Can Do on This Page

  • Browse All Roles View every role defined globally or per workspace, with an indication of where each applies.
  • See Assigned Users In the Users column, hover or click to list which users hold that role.
  • Edit, Clone, or Delete Roles Use the Actions menu (⋮) next to a role to update its permissions, duplicate it for fast setup, or remove it entirely (if unused).
  • Create New Roles Define roles that apply globally or restrict them to a single workspace.

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Adding a New Global Role

  1. Click Add Role
  2. Choose Scope, Global or Workspace
    • Global: Role is available in every workspace.
    • Workspace: Select one workspace from the dropdown to confine this role’s visibility.
  3. Define Role Details
    • Role Name: Enter a clear, concise name.
    • Description: Summarize the role’s responsibilities.
  4. Save Click Save to create the role. It will immediately appear in the list under its chosen scope.
Your new role can now be assigned to users—either globally or within the selected workspace enabling precise access control across your Experro deployment.