The Roles and permissions module enables workspace admins to customize access controls, aligning them with their business’ requirements. By tailoring roles and permissions, companies can enhance security, streamline workflows, and safeguard company resources effectively.

Understanding roles and permissions 

What is a permission?

A permission defines a specific set of rights granted to a user. Permissions determine:

• What actions a user can perform (e.g., edit a channel, view analytics)
• What data a user can access within the workspace

What is a role?

A role acts as a container for permissions. Each role can include multiple permissions, and users assigned to a role automatically inherit all the associated permissions. Roles simplify user management by grouping permissions into predefined access levels tailored to business needs.
 

Managing permissions

The following sets of permissions exist within the SleekFlow platform, each tied to a specific module or functionality:

Channel management

Inbox

Inbox settings

Company settings 

Security settings

Plans & Billings 

Contact management

Contact settings

Broadcasts 

Flow Builder

Analytics

Integrations

Commerce

Ticketing

Custom objects

SleekFlow AI

Creating a role

Follow these steps to create a new role:

1. Click the   icon in the bottom left corner to open the “General Settings” page
2. Under “Company settings”, click “Roles and permissions”
3. Click “Create new role"
4. In the “Create new role’ flow, configure the following details:
   1. Role name
   2. Role description
   3. Set of permissions to assign to the role
5. Complete the “Create new role” flow to successfully create your new role

Duplicating an existing role

You can create a new role by duplicating an existing one. The newly created role will inherit all the details of the original role.

To duplicate a role:

1. Within the “Roles and Permissions” settings page, hover over the role you want to duplicate
2. Click the  icon that appears next to the role’s name
3. Select “Duplicate”
4. The selected role will then be duplicated 

Assigning users to roles

To assign users to a specific role:

1. In the “Roles and permissions” settings page, hover over the role you want to assign users to
2. Click the  icon next to the role’s name
3. Select “Manage assignees”
4. In the pop-up window that appears, search for and add the users you want to assign to this role

Editing a role

To edit an existing role:

1. In the “Roles and permissions” settings page, hover over the role you would like to edit
2. Click the  icon next to the role’s name
3. Select “Edit”
4. You can edit the following details in the edit flow
   1. Role name
   2. Role description
   3. Set of permissions to be assigned to the role
5. Click “Save changes” to confirm your updates

Deleting a role

To delete a role:

1. In the “Roles and permissions” settings page, hover over the role you would like to delete
2. Click the  icon next to the role’s name
3. Select “Delete”
4. In the pop-up window that appears, confirm the action to delete the role
    

FAQs
What happens if I delete a role currently assigned to users?

When a role is deleted, all users assigned to that role lose the associated permissions. To avoid disruption, reassign users to a new or existing role before deleting the current role.

Is there a limit to the number of roles I can create?

You can create up to 20 roles per company.