Pre-configured User Roles

In our system, user roles define the level of access and control each team member has. These roles are pre-configured with specific permissions to help manage different aspects of the platform. Here’s a breakdown of the available roles and their default permissions:

Admin: Has full access to all features and settings, allowing for complete control over the platform.
Owner: Shares the same permissions as an Admin, typically reserved for the primary account holder or organization owner.
Member: Can manage cases, tags, and access documentation and entities, but with fewer permissions than an Admin or Owner.
Assistant: Limited to creating and viewing cases, primarily supporting specific tasks.
Developer: Focused on technical tasks, with permissions to manage documentation and certain API-related functions.

Each role comes with a set of predefined permissions, ensuring that team members can perform their duties effectively without overextending their access.

Default Permissions

Permission Level	Permissions Included
Admin	Admins have comprehensive control, including full access to API Tokens, Cases, Documentation, and system-wide settings. They can manage users, notifications, webhooks, and more.
Owner	Owners possess all the permissions of Admins, with full control over API Tokens, Cases, Documentation, and system settings, ensuring full system oversight.
Member	Members can manage and view cases, create and view tags, and access documentation and entities, with full notification access.
Assistant	Assistants can create and view their own cases, access specific tags, and view documentation.
Developer	Developers have full access to documentation, supporting their development tasks.

Permissions Overview

Permission	Permissions included
API Tokens	Allows for the creation, viewing, and viewing of unencrypted API Tokens.
Cases	Enables full management of cases, including creation, deletion, editing, status updates, and viewing case data, documents, and lists.
Case Tags	Permits the creation, deletion, editing, and viewing of case tags.
Documentation	Grants access to view documentation.
Entities	Allows for the creation and editing of entities.
Flows	Enables submitting, creating, editing, and viewing flows.
Modules	Allows for the creation, editing, and viewing of modules.
Notifications	Permits changes to consent notifications.
Webhooks	Allows for the creation, deletion, editing, and viewing of webhooks.
Users	Enables user management, including creation, deletion, editing, and viewing of users.
Themes	Allows for creating and editing themes, including custom CSS/HTML, and managing theme visibility and deletion.
Settings	Grants the ability to view and edit system settings.
Permissions	Allows for the creation, editing, and viewing of user permissions.

Custom Role

For advanced needs, custom roles allow you to tailor permissions and assign specific names to each role. This flexibility lets you define precise access levels and helps in aligning roles with your organization’s internal naming conventions and unique requirements.