Configure role permissions
Role: Company Administrator.
Each company-level and workspace-level role has its own permissions configuration, which determines what functions a user can access and what actions they can perform across the Whispir platform or within a particular workspace. For example, a Workspace Member may be allowed to create and send messages but a Workspace Guest might only have permission to view sent messages.
As a company administrator you configure a role’s permissions using the permissions matrix.
Important! Given the potentially significant impact to users of modifying permissions, we recommend that you contact the Whispir Support Team (support@whispir.com) to discuss your requirements before proceeding.
Steps
- Open the Permissions page (click
> Administration sidebar > Permissions).
The Company Roles list is displayed by default. - Do one of the following:
- To edit permissions for a company role click View/Edit Company beside the role.
The Company Role Permissions page opens. Go to Step 3. - To edit permissions for a workspace role:
- Click Workspace Roles.
The list of workspaces appears. - Click a workspace name to expand it and view all workspace roles associated with it.
- Click View/Edit beside the role.
The Workspace Role Permissions page opens. Go to Step 3.
- Click Workspace Roles.
- To edit permissions for a company role click View/Edit Company beside the role.
-
In the permissions matrix:
- In the Object column locate the relevant feature.
- Select the appropriate action check box to enable a permission or clear it to disable it.
- Click Update Role.
Note: The changes don’t take effect for users with this role until they log out and log back in to Whispir.
![permissions matrix](../../../Resources/Images/admin/permissions/permissions-matrix.png)
Example
Users who are assigned the role of Workspace Member in the Sandbox workspace require the ability to map templates. Follow these steps:
- Open the Permissions page (click
> Administration sidebar > Permissions).
- Click Workspace Roles.
- Click the Sandbox workspace.
- Click View/Edit beside Workspace Member.
- In the permissions matrix:
- In the Object column locate the Template feature.
- In the Map and Map To columns select the check boxes that apply to the Template feature.
- Click Update Role.
![example of setting permissions](../../../Resources/Images/admin/permissions/permissions-matrix-example.png)