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Permissions

Required Permission
Add/Edit Users - You must have the Add/Edit Users permission to access this setting.

Control what users can see and do in Readybuild. Permissions determine which features and actions are available to each team member.

How Permissions Work​

Readybuild uses a role-based permission system:

  1. Permissions are individual capabilities (e.g., "Delete Projects")
  2. Roles are collections of permissions (e.g., "Project Manager" role)
  3. Users are assigned one or more roles
  4. Users inherit all permissions from their assigned roles

Quick Start​

Assigning Roles to Users​

  1. Go to Settings > Team Members
  2. Click on the team member's name
  3. Select the Roles tab
  4. Check the roles you want to assign
  5. Click Save

Viewing a User's Permissions​

  1. Go to Settings > Team Members
  2. Click on the user
  3. View the Permissions tab to see all inherited permissions

Best Practices​

  • Use roles over individual permissions - Roles make it easier to manage permissions consistently across similar users
  • Follow least privilege principle - Grant only the permissions necessary for each role
  • Review permissions regularly - Audit user permissions quarterly to ensure they're still appropriate
  • Document custom roles - Keep notes on why custom roles were created and what they're for
  • Test before deploying - When creating new roles, test with a sample user before rolling out to the team
caution

Be careful when granting delete permissions. Deleted records may not be recoverable.

In This Section​

  • Roles - Built-in roles, custom roles, and how to manage them
  • Permission Reference - Complete list of all permissions by category