Skip to main content

Introduction to O-Roles

Organizational roles are a flexible tag for members. Admins can create roles based on the same attributes of members, such as project, technology, production, sales, IT, etc.

After setting up roles, the admin of an application can add roles and configure permissions for them.

Roles Management

It includes creating, removing, exporting, editing roles, adding remarks, and deleting and adding members.

1. Create Role​

Go to [Org Admin] > [O-Roles] > [Add Role] to create roles.

2. Edit/Delete Role​

Select the target role in the role list, and then click [Edit] to edit role name and remarks.

3. Add Member​

Only members of the organization can be added to the role.

4. Remove and Export​

Check the target members to export or remove them.

5. Where o-roles are involved​

When editing a form in a worksheet, users can select [O-Roles] control, and can configure permissions for members according to roles in an application.

Have questions about this article？ Send us feedback