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.


In these sections you can:


Accessing the accounts area

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

You can also access this area by:

  1. Clicking on your profile picture in the top right corner of the platform
  2. Clicking on the setting's icon  setting icon-png


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"

Screenshot 2020-02-12 at 18.56.11

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. 


ℹī¸ You may create up to 15 team roles.


Assigning team roles


Team tab account settings


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 user role will be applied automatically. 


 What's next?

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 👇