How do I choose what each role can do?
Open Users › Roles, pick a role, set each module to None, View or Edit, choose which records it sees, and flip the rules. Saves at once.
Open Users › Roles, pick a role, then choose what it can see and change. Every change saves at once, for everyone with that role.
Also called: permissions, access, access levels, record access, own records only, custom records, work orders, rôles, permissions, accès, seulement ses fiches, fiches personnalisées
Every app starts with Admin, Office, Sales rep, Technician and No access.
Step 1: Open the Roles tab
Click Users, then Roles. Your roles are on the left, highest first.
Click: Users › Roles
Step 2: Pick a role and set each module
Click a role. For each module, pick None (they don't see it), View (they see everything, change nothing) or Edit.
To rename the role, type in Role name. Admin can do everything, so only its name changes.
Click: a role › None, View or Edit
Records you added to your app (like work orders) show under their heading too. When you ask Alori for a new kind of record, it first asks who sees and changes it.
Step 3: Choose which records they see
Under Customers, Companies and Leads & deals, Which ones picks the records this role sees:
All: every record.
Their team's: records owned by anyone on one of their teams. Make teams in Users › Teams.
Only theirs: records where they are the owner.
When they can see a deal, they can also open its customer and company, read-only.
Click: a role › Which ones › All, Their team's or Only theirs
Step 4: Set the rules
Under Rules, turn on what this role may also do:
Also see records nobody owns (once a type is limited): website leads and imports.
Change stages and prices
See every job and task, not only their own
See prices and amounts
Sort the new tasks Alori makes
Change the company memory (what Alori knows)
Delete records. Off: they can only undo what they just made.
Click: Rules › the switch
Make a role, change the order or delete one
New role: click New role. It starts with no access.
Order: drag a role up or down. Admin stays on top. Docs shared with "a role and above" follow it.
Delete: open the role, click Delete role, then Delete. Its people move to No access.
To give someone a role, pick it next to their name in Users.
If it doesn't work
"Your app updates its roles the next time it is published." Your app runs an older version. Publish your app once, then try again.
"You've reached the limit of 20 roles." Delete a role you don't use.
"Your team needs at least one role." The last role can't be deleted.