Roles on companies

Creating and managing custom roles within a company

Chris Becher avatar
Written by Chris Becher
Updated over a week ago

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:

  1. Click "Settings" below the "Company" group in the main navigation.

  2. Click on the "Roles" tab below the "Members" group of the available settings

  3. 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:

  1. Click "Settings" below the "Company" group in the main navigation.

  2. Click on the "Roles" tab below the "Members" group of the available settings

  3. Click on the the role you wish to edit

  4. 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:

  1. Click "Settings" below the "Company" group in the main navigation.

  2. Click on the "Roles" tab below the "Members" group of the available settings

  3. Click on the the role you wish to edit

  4. Click on the "Delete" button

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