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The Roles page enables workspace administrators to define and manage permission sets that control what actions users can perform within the current Experro workspace. You can review existing roles, see how many users are assigned to each, and create new roles tailored to your team’s needs.

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What You Can Do on This Page

  1. Browse Existing Roles – View every role configured for this workspace, along with its description and user count.
  2. Edit Role Details – Update a role’s name or description, or adjust its permission set.
  3. Delete Unused Roles – Remove roles that are no longer needed (only possible if no users are assigned).
  4. Create New Roles – Define a new role by naming it, describing its purpose, and assigning granular permissions via the permissions matrix.

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Field-by-Field Breakdown

FieldDescription
NameThe unique identifier for the role (e.g., “Workspace Admin”, “Report Viewer”).
DescriptionA brief summary of the role’s purpose and authority (e.g., “Can manage workspace settings and integrations”).
UsersThe count of active users currently assigned this role.
Action- Edit: Modify the role’s name, description, or permissions.
- Delete: Permanently remove the role (only if no users are assigned).

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Creating a New Role

  1. Click Add Role.
  2. In the Add Role form:
    • Role Name: Enter a clear, concise name.
    • Description: Summarize what this role allows.
  3. Permissions Matrix:
    • Toggle each permission using the check-box in the matrix to grant or restrict access.
  4. Click Save to create the role.
Once saved, the new role appears in the list and can be assigned to users on the Users page.