Roles for external clients

post by Wieslaw_Olborski on May 1, 2025

Would it be possible to add roles for external users:

• Admin - current permissions
• User - without the right to add or remove other users

post by Veronique_Cadet on May 1, 2025

Hi @Wieslaw_Olborski! Thanks for reaching out! By external users, do you mean members of your team or clients?
If you are talking about members of your team, you can set your team members to be staff internal users instead of admins. Staff internal users cannot add or remove other internal users.
If you are talking about clients, clients can only remove or add clients when the “invite team members” setting is enabled. Are you asking for this not to be the case? Please let me know when you can. Thanks!

post by Wieslaw_Olborski on May 2, 2025

hi, I’m thinking about clients, could there be an additional role there that wouldn’t have the ability to manage users, invite new ones and remove existing ones? Something like a read-only role.

post by Veronique_Cadet on May 2, 2025

Hi @Wieslaw_Olborski! Thanks for reaching back out! At the moment, we do not have this feature, but I will send this request to our product team as a feature request! Are there any other roles or permissions you would like for your clients? Please let me know when you can. Thanks!

post by Wieslaw_Olborski on May 8, 2025

Hi, Is there any information anywhere whether such a function can be implemented and if so when?

post by Veronique_Cadet on May 8, 2025

HI @Wieslaw_Olborski Thank you for reaching back out! Currently, we do have a feature that gives specific roles to clients. While, we plan on adding this in the future, I do not have an ETA when this will be implemented. Please let me know if you have any specific roles you would like for your clients and I will be happy to share this feedback with our product team. Thanks!

post by Wieslaw_Olborski on May 9, 2025

hi, we would like there to be a role for external portal users that does not have permissions to add and remove new clients.

post by Veronique_Cadet on May 9, 2025

Thank you! I have shared your request with our product team. Please let us know if you have any other feature requests. We are always here to help and listen!