User Roles and Permissions Overview
The User Roles and Permissions module allows you to manage user access across your organization with flexibility and control. You can define roles, customize permissions, and assign them to members based on their responsibilities.
Members and Roles
User and permission management in Rillet is now divided into two distinct sections:
Members: Displays the list of users who have access to your organization, along with their assigned roles.
Roles: Allows you to create, view, and edit role definitions, including managed roles provided by Rillet and custom roles you build yourself.
This separation simplifies team management and helps maintain consistent access control.
Accessing User Roles and Permissions
To access the module:
Click the company icon in the top right corner of the screen.
Go to Organization Settings.
Under Members and Roles, click the dropdown to choose between Members or Roles.
Select Members to manage who has access to your organization.
Select Roles to view or create role definitions.
Managed Roles vs. Custom Roles
In the Roles tab, you’ll see a dropdown listing all available roles:
Managed Roles: Predefined by Rillet to simplify setup. These include standard access templates such as Accountant Admin or Analyst.
Custom Roles: Roles you create to match your organization’s specific needs. These appear in the dropdown under a Custom tag.
You can expand any role to view detailed permissions for each module.
For example, a managed role like Accountant Admin might have full access to Accounts Receivable, while a custom Analyst Role could be limited to viewing or editing only.
Understanding Permission Levels
Each module in a role includes granular permissions that define what users can do:
View: See records.
Create: Add new records.
Edit: Update existing records.
Delete: Remove records.
These permissions can be combined or customized when creating a new role.
Role Scopes
Every role is defined with a Scope, which determines where the role applies:
Organization-Level Scope: Grants access to shared objects such as Vendors or Organization Settings.
Subsidiary-Level Scope: Grants access to objects tied to a specific subsidiary, such as Bills or Payments.
Managed roles are available for both scopes by default, so you can assign them directly without extra configuration.
See Also
For step-by-step instructions on managing access, see:
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