Adding permissions to roles

This feature is in early preview beta

Supported Plans

  • Basic
  • Pro
  • Premier

Once you've created custom roles, add permissions. Permissions define the level of access a user has to specific features in Robin. Access and management permissions can be scoped to include certain locations or spaces within a location.

Admins, navigate to ManageRoles and select the role you'd like to edit. Then scroll down to view the Permissions settings.

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Common Pitfalls

Users with multiple roles can be tricky—the key is to remember that we’ll always default to limiting access rather than granting it.

For example: if Role A has access to edit billing and Role B does not, but a user is tied to both roles, they will not have access to edit billing

Billing

Indicate whether users and groups with this role can see the Billing page (Manage > Billing), and whether they can edit any of the information found there.

Note: If you give the role edit access, that means they can edit all fields in Billing. There are not granular permissions for each field. For example, you can’t grant access to edit the credit card number but not the subscription plan.

 

Scheduling Management

Booking

Indicate what areas of the office a role has permission to schedule. Use “Include” and “Exclude” to call out specific locations or spaces a role can book.

Note: These booking permissions are only enforced when a user tries to reserve a space through Robin (web, mobile, plugin).

Desk Management

Reserve

Indicate what areas of the office a role has permission to reserve hot or hotel desks. Use “Include” and “Exclude” to call out specific locations or spaces a role can reserve a desk in.

Assign

Indicate what areas of the office a role has permission to reserve an assigned desk. Use “Include” and “Exclude” to call out specific locations or spaces a role can reserve assigned seating.

Bypass booking policies

Indicate what areas of the office a role has permission to bypass existing booking policies. Use “Include” and “Exclude” to call out specific locations or spaces.

Delegation

Select the check box to allow users to assign & reserve desks for others.

Privacy

Note: The permission must be revoked for default roles (admin, members, owner), and then enabled for a custom role if only certain people should be able to see this information; Read event details, Peoples, Analytic tabs.

Read Event Details

Indicate what areas of the office a role has permission to see event details for all events except those marked “private”.

People

Select the checkbox to allow members to view all members of your organization.

Analytics

Select the checkbox to allow users to view organization analytics.

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