PlanDocket

Users & Roles

Manage administrators and their permissions.

Available in

Resource Starter Professional Business Enterprise
Admin Users 2 5 15 50

User and role management enables fine-grained control of access rights. Each admin is assigned a role that determines which modules and actions they can access.

Manage Users

  • Create User - Add new administrator with name, email, and role assignment
  • Assign Role - Control permissions via role assignment
  • Reset Password - Send password reset email or set a new password
  • Disable User - Lock access without deleting the account
  • 2FA Status - See which admins have two-factor authentication enabled

Security Suggestions

The admin list highlights potential issues:

  • Without 2FA - Admins who have not set up two-factor authentication
  • Without Role - Admins not assigned to any role
  • Hidden Admins - Admin accounts that are deactivated

Define Roles

  • Create Role - Define a new role with a name and description
  • Assign Permissions - Select which modules and actions are allowed for this role
  • Default Roles - Pre-configured roles: Super Admin, Admin, Staff, Read-Only

Permission Matrix

Visual overview of all role permissions:

  • Matrix View - See all roles vs. all permissions in a single grid
  • Grouped by Module - Permissions organized by module (events, contacts, invoices, etc.)
  • Quick Comparison - Compare permissions across roles side by side

Permission Types

  • View - Read and list data
  • Create - Create new entries
  • Edit - Modify existing entries
  • Delete - Remove entries
  • Manage - Access settings and configuration for the module

Tips

  • Grant only the minimum necessary permissions (principle of least privilege)
  • Super admins always have full access regardless of role settings
  • Changes to roles affect all assigned users immediately
  • Use the permission matrix view to audit role configurations

Notes

  • At least one super admin must always exist
  • You cannot restrict your own role permissions
  • Deleted roles will unassign affected admins - reassign them promptly
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