Configuring User Roles & Permissions

Role Management in EvolveDev gives you granular control over what different users can see and do within your organization. By creating custom roles with specific permissions, you can ensure that team members have access only to the features and data relevant to their function.

This feature is accessible exclusively to users with the Admin role.

➡️ Accessing the Role Management Page

To get started, navigate to the roles hub from your main dashboard:

Navigation Bar → Admin → Roles

Here, you will see a list of all existing roles and have the ability to create new ones.

Creating a New Role 🆕

You can create an unlimited number of custom roles to fit your organization's structure.

1. From the Roles page, click the "Create Role" button.
2. A form will appear where you need to provide two key pieces of information:
   • 📛 Role Name: Give your role a descriptive name (e.g., "Engineering Lead," "Project Viewer," "QA Analyst").
   • ✅ Permissions: This is the most important step. You will see a list of available permissions. Select the checkboxes for each permission you want to grant to this role. The combination of these permissions defines the "type" of role you are creating.
3. Once you have named the role and selected the desired permissions, click "Submit".

Your new custom role will now appear in the list and can be assigned to new or existing users. 🎉