Every week, our support team fields questions similar to "How do I make someone an admin?" or "Why can't my manager see their budget?" The answer almost always lives in one place: the Permissions tab.
This Tip Tuesday is your guide to understanding how roles work, how to assign them, and how to avoid the most common pitfalls.
How Roles Work in Awardco
Roles are the security layer that controls who sees the Admin button and what they can do once they're there. Every role has three components:
- Members — Who is in the role (specific users and/or metadata-based filters)