How to set new user roles and permissions

If you have a large team, you can create new roles and set permissions to view, edit and manage content. 

Here's how to define a new role on the Helppier's widget and set permissions:

1 - Access Widget Settings (3rd icon) on the sidebar and click Roles and Permissions

2 - Click on "New Role"

4 - Write a name and description and then go to the permissions library

 

5 -  Set website permissions for this role (Manage, view or create)

Define how users can interact with the widget on a specific website.

6 - Set tool permissions for this role (Manage, view or create)

Here you can define how users can interact with Helppier's tools and integrations.

There are 3 different types of permissions:

Manage - The user can manage, create and view content. 

Create - The user can view, edit and create content. It does not have access to advanced management options.

View - The user can only view content.

7 - Click on "Save Role"

To associate a role to a specific user you need to:

1- Go to widget settings (3rd icon) on the sidebar and click on "users"

3 - Select the user you want to associate the role and click on the right menu -  "Edit"

5 - Scroll down and click on "Roles and permissions"and select the role you want.

6 - Click on Save User