Permissions define what an user can do in Pyrus. To view or change someone’s permissions, open up his or her profile page.
- Click on the person’s name from the User Management page in Members section.
- Click the field in the Privileges section. Only an Administrator — an user with maximum permissions — can see this section.
- Set the user’s permissions and click Save.
There are four roles a person can have, each with its own permissions.
- Administrator: Has all of privileges below.
- Organization manager: Manages users and their roles. This type of user can invite or dismiss users, and can edit their account privileges.
- Accountant: Runs the finances. Can add funds to the account, view billing history, and receive invoices.
- Supervisor: Can access all tasks and forms created by any member of the organization, generate performance reports, and back up data.
- Configuration Manager: Changes an organization's settings, manages bots and integrations, deletes tasks created by other members, and edits an organization's catalogs.