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Permission Settings
Updated over 5 months ago

The team admin can control the actions of the teammates by assigning certain permissions to them under the 'Custom Roles' tab of the respective team on Snaptrude.

Managing the Permission Settings

Step 1: Navigate to the 'Custom Roles' option. This can be found in the drop-down menu next to the team name or in the settings tab.

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Step 2: By default, there are four levels of access available: Admin, Creator, Editor and Viewer. Each has a particular set of functions that can be controlled with the toggle on/off icon, which can only be changed by the team Admin.

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Creating a Custom Role

Step 1: You can also create custom roles of your choice and assign access/permissions to them. To create a new role click on the “+ Create Custom Role” button on the top right corner of your screen. A window will open, asking you to name the role and adjust the controls accordingly. Click 'Create' when finished.

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Step 2: Edit the newly created role by toggling the options on/off as and when needed.

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Step 3: To delete the custom role, right-click on the name of the role and click on 'Delete'.

(Note that the four default roles available cannot be deleted from the list.)

Assigning a Custom Role to a Team Member

The custom role created can now be assigned to team members. To do this, go to the 'Team Members' tab, and select the role from the drop-down menu next to the respective member you wish to assign it to.

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Note: If a team member is assigned a custom role, they must first be reassigned to a different role before you can delete the custom role.

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