What are User Roles?

User roles are used to distinguish between different types of user accounts. The system checks a user's role to determine what features and content the user can and cannot view, alter, or use. There are three different user roles available:

• Client: Assign this role, and this role only, to accounts that you are creating for clients. Clients have very limited priviledges in order to keep your data secure. Clients can only create tasks, events, and files, and can only view content that they submit, or that is brought to their attention.
• Employee: The employee role should be assigned to all members of your office or team.
• Superuser: The superuser role is usually assigned along with the employee role. Superusers can view, edit, and delete all content, create and delete user accounts, and access the Configuration menu which allows numerous system settings to be changed. The first account created in your application automatically becomes a Superuser.

These three role options will be presented on the 'Add a New User' form. User roles are critical, so make sure they are set properly when creating new accounts. Only superusers are allowed to create account as well as assign and edit user roles. A user's roles can be changed at any time by accessing their profile as a superuser, and pressing the 'Edit' link.