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Roles & Permissions for Master user

Roles and Permissions



The Roles and Permissions system in the Customer Portal allows for greater control over what different Team Members can access and do.

There are four permission groups from which you can choose:

Manage billing: Users with this permission can edit billing details, change payment methods and upgrade subscription plans.
Manage API keys: Users with this permission can create and delete API keys in Account Settings.
Manage team: Users with this permission can invite new team members and edit existing ones.
Manage storage: Users with this permission can see the Document storage section and view or delete stored documents.

Role permissions

All existing users are assigned to the Master User role with all permissions enabled by default. You can create new Custom Roles in the Team → Roles section and assign them to existing users or directly when sending out invites.

Assign role when inviting new team member



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Updated on: 06/03/2025

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