Roles & Permissions

We’ve added a Roles & Permissions system. Admins can now:

• See all roles at a glance with user counts.

• Create custom roles for different teams.

• Set what each role can access — both whole app sections and specific actions.

What Are Roles?

Each role defines:

• What a user can do (like create tasks or upload files)

• Which tabs they can see (like hiding the Knowledge Base tab for certain users)

You can assign users to a role depending on what they need access to.

Default Roles in MergePoint

How to Add or Edit a Role

1. Go to Settings > Roles

2. Click “+ Add Role”

3. Choose:

   • The permissions (what the role can do)

   • The tab visibility (what the role can see)

You can also click on any existing role to edit its permissions.

Available Permissions

You can allow or restrict actions like:

• Starting new chats

• Creating tasks

• Building workflows

• Uploading files / creating knowledge bases

• Managing integrations

• Building dashboards

• Creating forms

Just tick the boxes to allow each action.

Tab Visibility

You can hide or show entire app sections depending on the user’s role:

• Analytics

• Tasks

• Chat

• Workflows

• Knowledge Base

Each section has an on/off toggle. Turn off tabs you don’t want that role to see.

Deleting a Role

You can only delete roles that you’ve created (e.g. “Marketing Team”). Default roles like Administrator and Viewer can’t be deleted.

Example Use Cases

• Internal Admins → Use the Administrator role

• Marketing Users → Create a role with access only to Analytics and Chat

• Contractors or Interns → Assign Viewer role to limit changes

Tips

• Make roles as restrictive as needed, then expand as users request access.

• Use custom roles to group people by department (e.g., “Finance”, “Product Team”).

• If you accidentally lock someone out, an Administrator can restore access.