Creating and Managing Team Roles

How to create custom team roles to collaborate in Plytix

Team roles is a paid account feature that allows you to create custom permission schemes for your users. Teams and roles can be managed from their respective tabs located in the account settings area.  Users need admin permissions in order to see and edit this information.

This article explains how to create new custom team roles under your Account settings, and how to assign roles to different users.

 

Access accounts area

Create custom Team Roles

Assign Roles

 

*Skip to any section in this article by clicking on the links above

---

Accessing the accounts area

To access the accounts area in Plytix, you can navigate to accounts.plytix.com.

You can also access this area by:

1. Clicking on your profile picture in the top right corner of the platform.

2. Then, click on the settings icon 

---

Creating team roles

1. Go to the "Roles" tab in the account settings area
2. Click 'Create role' 
   
   
3. Give the Role a name (you can change this later)
   
   
   
   
4. Set up your permissions and when you are happy, click 'Save changes.' You can also change the role's permissions settings later. 

Now your Role is ready to be assigned to users and API keys! You can edit these roles at any time by visiting the "Roles" tab and clicking the 'Edit' icon for the role you want to update. 

 

 

---

Assigning team roles

 

 

To assign team roles

1. Navigate to the "Team" tab of account settings
2. Find the user whose role you want to edit
3. From the dropdown choose the new role

The new role will be applied to that user automatically. 

 

---

 What's next?

• Learn how to invite team members and collaborate in Plytix
• Learn about the different permission types
• Learn about the default system roles

If you have any questions just click on the chat box in the bottom-right corner and we'll be happy to answer them...



and please let us know 👇