Defining User Roles

1. Default Roles:

• Administrator: Full access to all features and settings
• Manager: Access to most features with limited administrative capabilities
• Team Member: Standard access to assigned projects and tasks
• Client: Limited access to specific projects and documents

2. Custom Roles:

• Navigate to "Settings" > "User Roles"
• Click "+ New Role"
• Define role name and description
• Configure permissions for each module and feature
• Save the custom role

3. Permission Settings:

Set granular permissions:

• No Access: Cannot view or interact with the feature
• View Only: Can see but not modify
• Edit: Can view and modify but not delete
• Full Access: Complete control including deletion