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This user manual will guide you through the various permissions and actions available within the Setting menu.
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User

The User permission allows you to manage user data within the organization. This menu can be filtered by hub.
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  1. View User: Allows you to view the list of users currently registered in the organization.
  2. Invite User: Enables you to invite new users. Ensure the View User and View Role permissions are also active.
  3. Edit User: Allows you to edit user data such as Name, Phone Number, Team, and Hub.
  4. Delete User: Allows you to delete a user. Learn more here about User menu.

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Role

The Role permission allows you to manage custom roles within the Permission Menu.
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  1. View Role: Allows you to view the roles.
  2. Create Role: Allows you to create new roles.
  3. Edit Role: Allows you to edit existing roles.
  4. Delete Role: Allows you to delete roles. Learn more here about Role and Permission menu.

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Permission

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  1. View Permission: Allows you to access the Setting/Permission menu and see its contents.
  2. Edit Permission: Allows you to update permissions for custom roles. Learn more here about Role and Permission menu.

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Hub

The Hub permission allows you to manage hubs within the organization.
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  1. View Hub: Allows you to view hubs.
  2. Create Hub: Allows you to create new hubs.
  3. Edit Hub: Allows you to edit existing hubs.
  4. Delete Hub: Allows you to delete hubs. Learn more here about Hub menu.

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Flow

The Flow permission allows you to manage the task flows within the organization.
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  1. View Flow: Allows you to view flows.
  2. Create Flow: Allows you to create new flows.
  3. Edit Flow: Allows you to edit existing flows.
  4. Delete Flow: Allows you to delete flows. Learn more here about Flow menu.

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Organization

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  1. View Organization: Allows you to access the Setting/Organization menu.
  2. Edit Organization: Allows you to make updates to the organization data, such as the Organization Name. Learn more here about Organization menu.

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Automation

The Automation permission allows you to manage automations within the organization.
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  1. View Automation: Allows you to access the Flow/Automation menu.
  2. Create Automation: Allows you to create new automations.
  3. Edit Automation: Allows you to edit existing automations.
  4. Delete Automation: Allows you to delete automations. Learn more here about Automation menu.

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Data

The Data permission allows you to manage data sources within the organization.
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  1. View Data Source: Allows you to access the Data Source menu.
  2. Create Data Source: Allows you to create new data sources.
  3. Edit Data Source: Allows you to edit existing data sources.
  4. Delete Data Source: Allows you to delete data sources. Learn more here about Data Source menu.

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Data Type

The Data Type permission allows you to manage data types within the organization.
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  1. View Data Type: Allows you to access the Data Source/Data Type menu.
  2. Create Data Type: Allows you to create new data types.
  3. Edit Data Type: Allows you to edit existing data types.
  4. Delete Data Type: Allows you to delete data types. Learn more here about Data Type menu.

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Team

The Team permission allows you to manage teams within the organization.
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  1. View Team: Allows you to access the Team menu.
  2. Create Team: Allows you to create new teams.
  3. Edit Team: Allows you to edit existing teams.
  4. Delete Team: Allows you to delete teams. Learn more here about Team menu.

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Trash

The Trash menu has only one permission:
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  1. View Trash: Allows you to access the Setting/Trash menu. Learn more here about Trash menu.