Roles & Permissions
1. Overview
Roles & Permissions in tamato allow you to control what users can see and do within your workspace. Roles define access rights to features, data, and actions across the system.
This feature exists to ensure security, clarity, and accountability by granting users only the permissions they need. Proper role management helps prevent errors and keeps maintenance operations organized.
2. When to Use This Feature
Use Roles & Permissions whenever you need to control or customize user access.
Typical use cases include:
Defining access levels for admins, technicians, employees, or requesters
Restricting sensitive areas such as billing or analytics
Creating custom roles for specific responsibilities
Scaling access as teams and processes grow
Roles & Permissions are typically managed by:
Account owners
Administrators
Maintenance managers with system-level access
3. Step-by-Step Instructions
To create a new role in tamato:
Navigate to Roles & Permissions
Click Add New Role
Fill in the required fields:
Name – give the role a clear title (required)
Description – explain the purpose of the role (optional)
Select the permissions the role should have access to
Permissions are grouped by feature (e.g. Assets, Work Orders, Users)
For each feature, select allowed actions such as list, create, view, update, or delete
Configure access based on your account type and operational needs
Click Add
The role is created and becomes available for assignment to users.
4. Field Explanations
Name (required)
The name of the role.
Best practice: Use descriptive names such as “Maintenance Supervisor” or “External Contractor”.
Description (optional)
Explains what the role is intended for.
Best practice: Describe responsibilities and limitations to avoid confusion later.
Permissions Matrix
A list of system features with selectable actions.
Best practice: Grant the minimum permissions necessary to perform the role’s tasks.
5. What Happens After Submission
After submission:
The new role appears in the Roles & Permissions list
The role can be assigned to users immediately
Users with this role gain access according to the selected permissions
No approvals or notifications are triggered by default
Permission changes take effect as soon as the role is applied to a user.
6. Permissions & Roles
Owners / Admins can create, edit, and delete roles
Admins can assign roles to users
Other users cannot modify roles or permissions
Default system roles (e.g. Owner, Admin, Technician, Employee, Requester) are active by default and may have limited editability depending on configuration.
7. Common Mistakes & Tips
Avoid granting full access unless absolutely necessary
Do not modify default roles without understanding their impact
Use custom roles for special or temporary access needs
Review permissions regularly as responsibilities change
Test new roles with a non-critical user before full rollout
8. Short Summary
Roles & Permissions in tamato give you precise control over user access and responsibilities. They help protect sensitive data while enabling teams to work efficiently.
Well-defined roles improve security, clarity, and scalability across your maintenance operations.
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