Roles & Permissions
Room to work.
The right keys.
Build roles around the people doing the work. Give each role the permissions it needs, from the field to the front office.
Try a different set of keys.
A few ways you could shape your custom roles.
Field lead
Custom roleAssigned projects
IncludedView all projects
Not addedManage all projects
Not addedFinance workspace
Not addedKeep the assigned work close, with wider business access left out.
Field lead. Assigned projects: included. View all projects: not added. Manage all projects: not added. Finance workspace: not added.
Their projects.
In plain view.
Assigned work gives people a place to start. Broader project permissions let the right roles view or manage work across the organization.
People working on assigned projects can reach the related customers, too.
Your team.
Your way of working.
Owners and admins can create custom roles, give them a name and color, and choose permissions by category. As responsibilities change, the role can change with them.
Get started with Garrison