Step-by-step guidance
Who can do this: You need permission to manage users and roles.
Before you begin
- A list of job responsibilities
- The necessary project, resource, time, finance, report, AI, and administration boundaries
- A protected administrator recovery path
Steps
- Open Users and access and review existing role groups.
- Create or edit a role and select only required permissions.
- Assign the appropriate role or combination to users.
- Test representative workflows and review access when responsibilities change.
Expected result
Users can perform expected work while sensitive and administrative capabilities remain controlled.
Next action
Test a non-administrator account and review administrator membership before wider use.
Common problems
- Use distinct role names so people can choose the right one.
- Check what users can view and change with each role.
- Keep at least one administrator account available for recovery.