For example, you may create a role called 'Distributer' that allows the user to log into your admin account and distribute documents using TigerMailer only.
Benefits
- Enhanced security - users only have access to the features they need to perform their job duties, and won't be exposed to sensitive or restricted areas/tools.
- Greater efficiency - if new team members join or existing ones change positions, updating their role is more manageable.
- A more personalised experience - users have a customised environment giving them access to the most relevant features and tools, improving their experience.
When defining a role, it's important to carefully consider the specific tasks you want the user to perform. Arrange a call with your Account Manager or our Customer Success team to discuss the available permissions in more detail.
The three stages of custom roles
- Meet with our Customer Success team to discuss your required roles.
- Your custom roles will then be set up by our Support team.
- It's then over to you! Simply log into your account and assign a role to a user.
The person responsible for managing users in your account must have the 'Manage Users' permission in their role; without it, they won't have access to the required area.
Whenever a new feature is released, we'll get in touch to see if you would like to add it to your existing Roles.
Assigning a role
It's simple to assign a role to a user.
Log into your account and navigate to the Users area. From here, you can easily add a new user or edit an existing one and choose the appropriate role from the Role drop-down list.