In this video, I’ll quickly show you have to look at roles, permissions, and how access control works.

These settings determine exactly what members can see and what actions they can perform in the system.

Roles define a set of permissions. Each role controls page access and specific actions to either Create, Edit, and Delete.

Roles also help ensure security while keeping workflows efficient.

The system comes with predefined roles such as Super Admin, Admin, User, and Freelancer. Super Admins and Admins typically have organization-wide access, while base Users and Freelancers are typically limited to specific projects.

To change a member’s role, select Edit Member and update the role field.

For more specific control, you can customize permissions directly. Click the Permissions button on a member’s row. This gives you the ability to turn on access for specific pages like Projects, Contacts, Reports, and Settings.

For each section, you can check or uncheck these to View, Create, Update, or Delete permissions to fit your organization’s exact needs.

Once you have configured the necessary access, click Save Changes to apply the new permissions.