Global Default Permissions

Global Default Permission provide customer admins with tools to manage team members access across your organization. Instead of manually configuring permissions for each individual user, you can create reusable roles that bundle specific permissions together, then apply those roles to multiple team members at once. The system includes the ability to establish a default role that automatically applies baseline permissions to all new users joining your organization, ensuring no one starts without access to essential features. 

How to Manage Roles and Permissions

1. Navigate to the Team Members section from your main navigation menu. 
   
    
2. You'll see a new "Roles and Permissions" tab next to the Archive tab. This is your central hub for creating roles, assigning permissions, and managing team access.
   
   
   
   The system distinguishes between roles (which are bundles of permissions you create and name) and permissions (which are individual access rights to specific features or tools). All permission management for your team happens through roles, ensuring consistency and easier administration.
   
   

3. Click on"Roles" to create a new role or edit existing roles assigned to team members. 
   
   
   
   When creating, you must provide a name, plus select the appropriate permissions; a description is optional. You then have the ability to "Set as Default Role." The default role is a special role that automatically applies to all new users added to your organization, ensuring they have baseline access to essential features from day one. 

   
   
   
   There can only be one default role per organization. A green check mark will appear next to your default role in the roles list, making it easy to identify. 

   
   Note: Though you can modify your default role, once created, you won't be able to delete it. You'll need to contact support to completely eliminate a default role and start from scratch. 
   
   If you return to modify that default role, you will have the option to refresh the changes you've made by click on the "Refresh Roles & Permissions" checkbox at the bottom and then "Update." This will apply the changes to both existing and new team members. 
   
   
   
    

4. To see which roles and permissions your team members currently have, go to the "Applied Roles and Permissions" sub-tab in Roles and Permissions. 
   
   
   
   Use the columns and filter tools to find specific team members. You can select all or the individual team members and then click "Manage Applied Roles." 
   
   
   
   Select one or multiple roles and then "Remove Role" or "Apply Role." 

   
   
   When roles are removes, it will also remove all of the associated permissions provided with that role. Remember, to make permissions changes to each role, revisit Step 3 listed above. 

5. When adding a new team member from the "Team Members" tab, your default role and corresponding permissions will appear automatically. 
   
   
   You can select a different role in the drop down tab, but you won't be able to edit individual permissions directly on this form. Navigate to the "Roles & Permissions" tab and click on the "Roles" sub tab (Step 3), to make changes to the roles or permissions. 
    

Global Default Permissions transforms team management from a time-consuming, repetitive task into a strategic, scalable process. By creating reusable roles, you configure permissions once and apply them instantly to multiple team members, eliminating the need to manually set up each new user or remember which features each job function requires. The default role ensures that onboarding new team members is truly a "set it and forget it" process—every new user automatically receives baseline access without any administrator intervention.