Relayter Help

Appearance

Create and Assign Roles ​

Roles determine what a user can see and do in Relayter. Administrators can create custom roles or manage the built-in Owner role.

View built-in roles ​

  1. Go to Settings → Roles.
  2. You'll see the Owner role, which is the built-in role that has all permissions.
  3. Built-in roles cannot be edited or deleted.

Create a custom role ​

  1. Go to Settings → Roles.
  2. Click Add role.
  3. Give the role a name.
  4. Configure the role's permissions (see Configure Role Permissions).
  5. Save the role.

Assign roles to a user ​

You assign roles to a user when inviting them, or you can update their roles later:

  1. Go to Settings → Users.
  2. Find the user you want to update and click their name.
  3. A table of all available roles appears. Select the role(s) you want to assign to this user.
  4. Click Save changes.

Permissions from all assigned roles are combined—a user can perform any action allowed by any of their roles.

Delete a custom role ​

You can only delete a custom role if no users are assigned to it.

  1. Go to Settings → Roles.
  2. Find the custom role and click the delete button.
  3. Confirm the deletion.
  4. If users are assigned to this role, you must reassign them to other roles before deleting it.