Roles & User Management
Create custom roles and permissions to lock down access to parts of Pylon for different users.
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Create custom roles and permissions to lock down access to parts of Pylon for different users.
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Visit the Settings page and look for Roles to set up new custom roles.
Create a new role and select the permissions you wish to grant to that role.
For data like Issues, you can create roles that have access to a subset of this data.
Use the filters under Issues to designate which set of Issues that role will have permissions to view. For example, create a Security role that is only able to view email issues to your security email.
Save the role.
Members have access to most features of the platform. Typically anyone that needs edit access within Pylon should be granted the Member role.
Admins have additional capabilities beyond those of regular members. These include:
Access to workspace-level settings
Access to security settings
Access to billing settings
Ability to install and uninstall apps
Ability to delete issues and accounts
Access to powerful developer features like creating API tokens
Permission to invite other users as admins
On the Users page, apply roles to existing users or invite new users to Pylon with your new role. You can:
Select a role from the dropdown for an individual employee
Bulk select invited users and change their role
Hit "Invite User" to invite a new user to Pylon with a particular role
From the Users page, you can also bulk add an employee to linked Slack channels, which is a particularly useful feature for new members joining your team!
