Role Management
Assign each user one of the platform's defined roles to control their access. Roles are a fixed set; custom roles are not available today.
#Purpose
Grant appropriate access using the available roles.
#When to use this
When adding users or changing responsibilities.
#At a glance
| Detail | Value |
|---|---|
| Required permissions | User management (CEO or admin) |
| Administrator level | CEO / Admin |
| Portal areas used | Users, Roles |
#Step by step
1
Open the user
Find them in user management.
2
Choose a role
Assign the role that best fits — for example CEO, admin, manager, or a department/viewer role.
3
Save
Access follows the role immediately.
#Approval points
No formal approval gate
This administrative action does not require a separate sign-off, but review carefully before applying changes.
#Security notes
Security considerations
- Follow least-privilege: assign the narrowest role that lets the person work.
- Limit how many users hold CEO/admin roles.
#Best practices
- Match roles to responsibilities.
- Review roles regularly.
#Common mistakes
- Assigning admin broadly.
- Expecting to build custom roles — the set is fixed.
#Troubleshooting
| If this happens | Try this |
|---|---|
| A user cannot access an area | Confirm their role includes it; assign a role that does. |
| A user can see too much | Move them to a narrower role. |
#FAQ
Can I create custom roles?
Not today — roles are a fixed set. Assign the closest fit.
Do AI agents have their own permissions?
AI acts within the permissions of the user it assists.
#Keep exploring
#Related admin guides
#Business modules & workflows
Getting Started
Initial setup.
Platform Overview
How the OS fits together.
Knowledge Base
Task-level how-tos.
Business Workflows
End-to-end processes.
#AI departments
Still need help?
Can’t find what you’re looking for? The DevSphere OS team is happy to help.
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