Managing permissions

Control what different users can see and do in Unifize by assigning roles and configuring their permissions.

What are roles?

Roles define what actions a user can perform across Unifize. Each role includes a set of permissions—for example, the ability to edit checklists, manage users, or download files.

You can view and configure these roles from the Role Management section in Org Settings.

🔍 How to navigate to Role Management

1. Click your profile icon in the top-right corner of Unifize

2. Select Org Settings from the dropdown

3. In the left-hand menu, click Role Management

4. You’ll now see a table listing all roles and their permissions

You can also create custom roles to suit your organization's needs.

In the Role Management screen, you’ll see:

• A Functionality column listing platform actions (e.g., editing forms, updating dashboards)

• Role names across the top (Admin, Org Member, Vendor, etc.)

• Checkboxes where you can allow or restrict access per role

✅ Check a box to allow that permission

❌ Leave it unchecked to restrict that permission

🔒 Locked permissions can only be changed by Admins or are system-defined

• Create, edit, or delete: forms, checklists, dashboards, chatrooms

• Assign or remove user roles and privileges

• Upload/download files

• Click + Add a new Role at the top-right of the table

• Name your role and configure its permissions using the checkbox grid

• To remove a custom role, click the Delete icon next to it

  (System roles like Admin or Read Only cannot be deleted.)

• Use Read Only for compliance, QA, or auditor access

• Assign Vendor and External User roles to outside collaborators

• Limit the number of Admins to maintain configuration control