We’ve added a Roles &amp; Permissions system. Admins can now:<ul class="accent-bullets"><li>See all roles at a glance with user counts.</li><li>Create custom roles for different teams.</li><li>Set what each role can access — both whole app sections and specific actions.</li></ul><h2>What Are Roles?</h2>Each role defines:<ul class="accent-bullets"><li>What a user can do (like create tasks or upload files)</li><li>Which tabs they can see (like hiding the Knowledge Base tab for certain users)</li></ul>You can assign users to a role depending on what they need access to.<hr><h2>Default Roles in MergePoint</h2><table style="min-width: 50px"><colgroup><col style="min-width: 25px"><col style="min-width: 25px"></colgroup><tbody><tr><th colspan="1" rowspan="1">Role</th><th colspan="1" rowspan="1">Description</th></tr><tr><td colspan="1" rowspan="1">Administrator</td><td colspan="1" rowspan="1">Full access to everything — settings, data, automations</td></tr><tr><td colspan="1" rowspan="1">Editor</td><td colspan="1" rowspan="1">Can create and edit content, but no access to system settings</td></tr><tr><td colspan="1" rowspan="1">Viewer</td><td colspan="1" rowspan="1">Can see most features, but can’t edit or create anything</td></tr><tr><td colspan="1" rowspan="1">Custom Roles</td><td colspan="1" rowspan="1">You can create your own (e.g. “Marketing Team”)</td></tr></tbody></table><hr><h2>How to Add or Edit a Role</h2><ol class="steps-list"><li>Go to Settings &gt; Roles</li><li>Click “+ Add Role”</li><li>Choose:<ul class="accent-bullets"><li>The permissions (what the role can do)</li><li>The tab visibility (what the role can see)</li></ul></li></ol>You can also click on any existing role to edit its permissions.<hr><h2>Available Permissions</h2>You can allow or restrict actions like:<ul class="accent-bullets"><li>Starting new chats</li><li>Creating tasks</li><li>Building workflows</li><li>Uploading files / creating knowledge bases</li><li>Managing integrations</li><li>Building dashboards</li><li>Creating forms</li></ul>Just tick the boxes to allow each action.<hr><h2>Tab Visibility</h2>You can hide or show entire app sections depending on the user’s role:<ul class="accent-bullets"><li>Analytics</li><li>Tasks</li><li>Chat</li><li>Workflows</li><li>Knowledge Base</li></ul>Each section has an on/off toggle. Turn off tabs you don’t want that role to see.<img src="https://uploads.productlane.com/8913cc9d5da70a975c2d1d41549e63bf.png"><hr><h2>Deleting a Role</h2>You can only delete roles that you’ve created (e.g. “Marketing Team”). Default roles like Administrator and Viewer can’t be deleted.<hr><h2>Example Use Cases</h2><ul class="accent-bullets"><li>Internal Admins → Use the Administrator role</li><li>Marketing Users → Create a role with access only to Analytics and Chat</li><li>Contractors or Interns → Assign Viewer role to limit changes</li></ul><hr><h2>Tips</h2><ul class="accent-bullets"><li>Make roles as restrictive as needed, then expand as users request access.</li><li>Use custom roles to group people by department (e.g., “Finance”, “Product Team”).</li><li>If you accidentally lock someone out, an Administrator can restore access.</li></ul>

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