Companies can have custom roles set for employers who join the company to control which functionality they will have access to. This can be helpful when inviting different members of your company as executive leaders, administrators, or employees to a portal to help with its management.
Creating a role
To create a role for a company:
Click "Settings" below the "Company" group in the main navigation.
Click on the "Roles" tab below the "Members" group of the available settings
Click on the "New" button
Riipen provides default roles for companies which cannot be modified. You will always see this in your roles list and all users who join your company will by default be placed into one of these roles.
Now simply fill in the form providing a role name and the permissions you wish to apply. Available permissions are:
Name | Description |
Match Requests | The ability to read, create, and update match requests for any projects within the company |
Members | The ability to invite and manage members of the company |
Notifications | The ability to receive notifications sent to the company |
Portal Passes | The ability to apply for, and manage existing portal passes for the company |
Project Templates | The ability to create and update project templates for the company |
Projects | The ability to create projects within the company which can then be managed by the same user |
Roles | The ability to create and update custom roles for the company |
Talent | The ability to view the company talent page |
Now simply click "Submit" to finish creating your role.
Editing a role
To create a role for a portal:
Click "Settings" below the "Company" group in the main navigation.
Click on the "Roles" tab below the "Members" group of the available settings
Click on the the role you wish to edit
Click on the "Edit" button
Make any modifications you wish to make and then click "Submit" to finish editing your role.
Editing a role with change the associated permissions for any user which is assigned to that role currently.
Deleting a role
In order to delete a role, you must first migrate all users currently assigned to that role to a different role.
To delete a role for a portal:
Click "Settings" below the "Company" group in the main navigation.
Click on the "Roles" tab below the "Members" group of the available settings
Click on the the role you wish to edit
Click on the "Delete" button