🧩 Roles

Roles define what a user can see or do within the workspace. This section covers how to create custom roles that match your organization's structure.

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Understanding Roles

Roles define what a user can see or do within the workspace. Properly structuring roles allows you to reflect your internal hierarchy and responsibilities within the platform.

You can:

• Create Custom Roles: Tailor roles to match your organization's structure. For instance, different teams (HR, Legal, Finance) can have roles suited to their needs.
• Assign Roles to Members: Assign specific roles to users when inviting or managing them. This determines their scope of action in the workspace.

Example Roles:

• Manager: Full access to create, edit, and approve documents
• HR: Can access and manage employee-related forms and contracts
• Legal Reviewer: Access to review and approve legal documents without editing templates

Well-defined roles simplify permission management and ensure that users only interact with the parts of Wraft relevant to their job.

ℹ️ Info: Roles create a scalable way to manage access for growing teams without compromising on security or efficiency.

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💡 Best Practices for Roles

• Define Roles Clearly: Create roles that reflect real responsibilities in your organization
• Use Descriptive Names: Make it easy to understand what each role represents (e.g., "HR Manager", "Legal Reviewer", "Content Editor")
• Keep It Simple: Start with a few essential roles and expand as needed
• Regular Review: Periodically assess whether your roles still match your organizational needs
• Role Hierarchy: Consider creating a logical hierarchy that reflects your team structure

By effectively managing roles, you create a foundation for secure and organized collaboration within your Wraft workspace.