Admin Roles and Permissions Overview

Overview

Admins control how your organization uses the platform. They manage settings, define organizational structure, and perform operational tasks such as sending messages or managing users. Admin access is governed by roles and role types, which determine what actions an admin can perform and where they can perform them.

This page provides an overview of how admins, roles, and permissions work together. It also introduces related topics that explain each concept in more detail.

How Admin Roles Work

Each admin is assigned one or more roles. A role is tied to a specific role type, such as organization, groups, channels, or IPAWS. Each role includes a defined set of permissions that allow the admin to complete assigned tasks.

Regroup provides predefined roles with fixed permissions. You can also create custom roles when you need more control over what an admin can do.

After signing in as an Organization Admin, you can:

• Create new admins

• Assign predefined roles

• Create and assign custom roles with specific permissions

Predefined Roles vs. Custom Roles

• Predefined roles
  

  These roles are always available and include non-updatable permissions.

  See Predefined Roles and Permissions for details.

• Custom roles
  

  These roles enable you to define permissions tailored to your organization’s specific needs.

  To create one, you must first define the role and its permissions.

  See Create New Roles with Custom Permissions

Note: You can assign an admin to an existing role while creating their profile. Predefined role permissions cannot be modified.

What You Can Manage in Admins and Roles

From the Admins and Roles section in Organization Settings, you can access the following topics and actions:

• Create New Roles with Custom Permissions
  Explains how to define custom roles and assign permissions using the permission grid when predefined roles do not meet your requirements.

• Predefined Roles and Permissions
  Describes the default roles provided by the platform and outlines the permissions that are fixed and cannot be modified.

• Manage Roles
  Covers how to view, update, and maintain existing roles to keep admin access aligned with organizational needs.

• Manage Permissions for Custom Roles
  Details how to adjust permissions for custom roles within a selected role type.

• Inviting Admin to a Role
  Explains how to assign roles to admins when inviting them or updating their access.

• Deleting Roles
  Describes how to remove roles that are no longer needed while maintaining system integrity.

• Add or Invite New Admin
  Walks through creating new admin profiles and assigning appropriate roles.

• Manage Existing Admins
  Covers updating admin details, changing role assignments, and maintaining ongoing access.

Note: Each topic focuses on a specific aspect of admin and role management.

Key Terms and Concepts

Before working with admins and roles, it is important to understand the following terms:

Admin
A user assigned one or more roles. Admins can access resources and perform tasks based on their assigned permissions.

Role Type
A functional area of the platform, such as organization, groups, channels, or IPAWS. Each role belongs to a single role type. Permissions can only be customized within that role type.

Role
A collection of permissions within a role type. Roles define what actions an admin can perform. Roles can be predefined or custom.

Permission Grid
A structured view of all available permissions within a role type. You can use the permission grid to customize permissions for custom roles. Permissions can only be modified for the selected role type.

Best Practice

If an admin needs access to multiple role types, such as both channels and groups, create separate roles for each role type and assign all relevant roles to that admin.