Taskbox allows you to control users' permissions on a per-user basis. This means that every user within Taskbox can have unique access. But sometimes you may find that multiple people have the same access to Taskbox. This is where user roles come in.

A user role allows you to apply a permission role to a user and know that they are going to get a template of access to Taskbox. Let's take a quick look at how you create these user roles:

  1. Click on the 'Users' button in the bottom left of your desktop or laptop

  2. Click on the 'Settings' button in the top bar

  3. Click on the '+' button at the top of your user roles

  4. Add a name for your new roles and click save

  5. Make sure all the features you want your role to include are checked with a blue tick

Congratulations! You have now created a new user role. You can now add this to any existing or new users in Taskbox.

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