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System Setup

Role & Permissions

Learn how to manage roles and permissions in encatch

Roles and permissions

Roles define what actions users can perform within the organization and projects. Permissions can be customized at both the organization level and the project level.

Default Roles

  • By default, a organization admin role is created with all permissions at organization level. This role cannot be deleted or modified.

Custom Roles

You can create custom roles to meet your organizational and project needs.

  • When creating a new role at organization level, you can choose to limit the role with permissions at organization level or across projects.

Important Notes

  • Organization admin role cannot be deleted or modified.
  • Organization Owner (the user who creates the organization) is automatically added as an organization admin and cannot be removed.

Example of custom roles:

  • You may create a role as system admin, which will have access to organization level features that allow to manage roles and member invitations only.
  • You may create a project level role as feedback management who has access to view and manage feedback within the project.
  • You may create a project level role as integration manager who has access to manage data pipelines within the project, since these contain sensitive information and may need to be managed by a dedicated team.
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