Create custom roles (e.g., "Manager," "Employee," "Intern") and add users to roles. Then, assign permissions to those roles. This simplifies management as you don't have to manage each user's permissions.
Watch the tutorial below or follow the steps outlined in the guide to learn how to create custom roles and assign users or groups to those roles.
- 1. Navigate to Manage > Roles > select Create new role.
- 2. Enter the name of the role + a description, then Save. Or copy an existing role to build off of, then Save & edit.
- 3. Click on the role you've just created and Assign the role to groups or to members > Save.
Using SCIM?
If you're using SCIM, you'll want to Assign the Role to a group after pushing users from your active directory.
Edit or remove a custom role
To edit the name or description of a custom role or to delete a role, navigate to Manage > Roles > select the check box next to the role > select the pencil icon to edit or the trash icon to delete the role.
If you need to edit the permissions for a custom role, click on the role to be directed to the permissions page.
Next up
Grant or restrict permissions to Robin features for users and groups within set roles.