Roles, rights and permissions management
Within an organization, roles have two main purposes: to facilitate the identification of members and to assign specific rights.
Roles are created and assigned to members by the organization manager.
More specifically, roles are used to:
Enrich the profiles of individuals with a function, position or name related to the organization
Visually distinguish groups of people by adding "buttons" attached to roles (visible on people's avatars in the spheres)
Mention a group of people of the same role in a sphere:
Either by clicking on the "@" tool under the message writing bar and selecting the desired role
Or by typing " @@role- ", the list of roles will be displayed in a drop-down menu
Assign specific profile fields only for certain roles ("Management > Roles & profiles > Custom profile fields") - (For more information, see the article Create a profile field)
Assign specific rights to a set of people ("Management > Roles & Profiles > Roles > Rights related to roles")
Manage "Permissions" according to roles, at the level of spheres and at the level of organizations within a federation.
![](https://storage.crisp.chat/users/helpdesk/website/8643cf9d34bb3800/image_11o3rwx.png)
From this page, it is possible to:
- Create a role (via the "+ Create a role" button on the right),
- Consult the existing roles,
- Add a role to one or more members,
- Edit (color, button, other options) or delete a role
- Make the choice of a role mandatory when invited
- Associate rights to roles (capture below)
From this menu, other options are available:
- Be able to select the role at the invitation
- Be able to select the role in analytics filters
- Allow managers of child organizations to assign this role in a federation.
![](https://storage.crisp.chat/users/helpdesk/website/8643cf9d34bb3800/capture-decran-2023-05-25-a-16_398zfb.png)
![](https://storage.crisp.chat/users/helpdesk/website/8643cf9d34bb3800/capture-decran-2023-05-25-a-16_1uy0dex.png)
NB: roles can be assigned to members in 3 ways: from the member management page, from the role management page or directly on the invitation.
To invite members with a role, two conditions must be met:
1 - the role to be assigned to the invitation must be set as "be able to select the role at the invitation" at the role level
![](https://storage.crisp.chat/users/helpdesk/website/8643cf9d34bb3800/image_1o5bdqp.png)
2 - sphere administrators must have a role to which the "select a role for the invitation" right is attached
![](https://storage.crisp.chat/users/helpdesk/website/8643cf9d34bb3800/image_110w5xr.png)
From the "Spheres" management page, click on the three small dots and access the "Permissions" section: users with one of the roles defined in the list you have entered will automatically be added to the sphere.
![](https://storage.crisp.chat/users/helpdesk/website/8643cf9d34bb3800/capture-decran-2023-05-25-a-17_6nq4wy.png)
In the framework of a federation, i.e. a tree of organizations, go to the "Federation" management page and click on the three small dots to access the "Permissions": the users of the federation who have one of the roles defined in the list that you have entered will automatically be added to the organization.
![](https://storage.crisp.chat/users/helpdesk/website/8643cf9d34bb3800/capture-decran-2023-05-25-a-17_pj8ya1.png)
Roles are created and assigned to members by the organization manager.
More specifically, roles are used to:
Enrich the profiles of individuals with a function, position or name related to the organization
Visually distinguish groups of people by adding "buttons" attached to roles (visible on people's avatars in the spheres)
Mention a group of people of the same role in a sphere:
Either by clicking on the "@" tool under the message writing bar and selecting the desired role
Or by typing " @@role- ", the list of roles will be displayed in a drop-down menu
Assign specific profile fields only for certain roles ("Management > Roles & profiles > Custom profile fields") - (For more information, see the article Create a profile field)
Assign specific rights to a set of people ("Management > Roles & Profiles > Roles > Rights related to roles")
Manage "Permissions" according to roles, at the level of spheres and at the level of organizations within a federation.
Create and set up roles
![](https://storage.crisp.chat/users/helpdesk/website/8643cf9d34bb3800/image_11o3rwx.png)
From this page, it is possible to:
- Create a role (via the "+ Create a role" button on the right),
- Consult the existing roles,
- Add a role to one or more members,
- Edit (color, button, other options) or delete a role
- Make the choice of a role mandatory when invited
- Associate rights to roles (capture below)
From this menu, other options are available:
- Be able to select the role at the invitation
- Be able to select the role in analytics filters
- Allow managers of child organizations to assign this role in a federation.
![](https://storage.crisp.chat/users/helpdesk/website/8643cf9d34bb3800/capture-decran-2023-05-25-a-16_398zfb.png)
![](https://storage.crisp.chat/users/helpdesk/website/8643cf9d34bb3800/capture-decran-2023-05-25-a-16_1uy0dex.png)
NB: roles can be assigned to members in 3 ways: from the member management page, from the role management page or directly on the invitation.
To invite members with a role, two conditions must be met:
1 - the role to be assigned to the invitation must be set as "be able to select the role at the invitation" at the role level
![](https://storage.crisp.chat/users/helpdesk/website/8643cf9d34bb3800/image_1o5bdqp.png)
2 - sphere administrators must have a role to which the "select a role for the invitation" right is attached
![](https://storage.crisp.chat/users/helpdesk/website/8643cf9d34bb3800/image_110w5xr.png)
Permission management
At the sphere level
From the "Spheres" management page, click on the three small dots and access the "Permissions" section: users with one of the roles defined in the list you have entered will automatically be added to the sphere.
![](https://storage.crisp.chat/users/helpdesk/website/8643cf9d34bb3800/capture-decran-2023-05-25-a-17_6nq4wy.png)
At the federation level
In the framework of a federation, i.e. a tree of organizations, go to the "Federation" management page and click on the three small dots to access the "Permissions": the users of the federation who have one of the roles defined in the list that you have entered will automatically be added to the organization.
![](https://storage.crisp.chat/users/helpdesk/website/8643cf9d34bb3800/capture-decran-2023-05-25-a-17_pj8ya1.png)
Updated on: 23/06/2023
Thank you!