How to set roles on Engage

This article will help you set up roles for different people within your organisation e.g managerial, team assistant, cleaner etc.

Hayley Biggs avatar
Written by Hayley Biggs
Updated over a week ago

Setting up different roles in Engage allows you to take control over who sees what. You can set different permissions for different roles so that each user only has access to what they need. For example, you will probably only want your employees to view the content that you post whereas you would like other managers to have permission to create posts.

Now we are clear on what roles are and why they are important, let's get started.

Head over to 'Options' in the left column and select permissions.

From there, select 'edit by role' and simply type in the different roles you would like on the platform.

Example of roles:




9. Once you've added the roles, hit 'Next' and click the correct permissions for the user.

Now hit 'Save' at the bottom of the page and you have now added your roles.


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