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A role decides what its members can do. A role is a set of permissions. A member can hold more than one role and gets the permissions of all of them. To see the roles, open the user menu and click Account Settings. Then click the Roles tab.

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The owner role

When you create an account, Perquery creates your organization with one role. Its name is Admin, and it has the Owner badge. The owner role has these rules:
  • It always holds every permission.
  • You cannot edit or delete it.
  • It is never given with an expiry date.
  • The organization always keeps at least one active member with the owner role.
These rules make sure that the organization cannot lock itself out.

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Permissions

A permission is one operation on one area of Perquery. The operations are List, View, Create, Edit and Delete. Some areas do not have all five operations. When a role does not give access to a page, the page shows You do not have access to this page. Menu items that your role does not allow do not show.
Give the Members and Roles permissions only to people you trust. With them, a person can change what other people may do.

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Create a role

1

Open the Roles tab

On the Organization page, click Roles.
2

Start a new role

Click New role.
3

Name the role

Enter a Name. Keep Show in pickers on if people will invite or add members with this role.
4

Create

Click Create role. The role page opens.
5

Choose the permissions

In Permissions, select the operations for each area. Click Save.
Show in pickers only hides a role from the lists in the invitation form and the member panel. It is not a security setting.

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Edit a role

On the Roles tab, click Manage in the row of the role. The role page has these parts:
  • Details: the Name and Show in pickers.
  • Permissions: a grid of areas and operations. Use Select all or Clear to change many cells. Use Only granted to see only the permissions that the role gives.
  • Includes: other roles that this role includes.
When you make a change, You have unsaved changes. shows. Click Save to keep the changes, or Undo to discard them.

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Include another role

When a role includes another role, its members also get all permissions of the included role.
1

Choose the role

In Includes, select a role in Include a role.
2

Include

Click Include. Then click Save.
A permission that comes from an included role shows the name of that role. A role cannot include itself through other roles.

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Narrow a permission

You can narrow some permissions of the Members, Invitations and Roles areas. A narrowed permission applies only to the records that match its conditions. For example, a role can manage only the members who hold a specific role.
1

Open the conditions

In Permissions, click Narrow on the permission.
2

Add conditions

Click Add condition. Select a Field, a Rule and a Value.
3

Add alternatives (optional)

Click Add alternative to add a second group of conditions.
4

Apply

Click Apply. Then click Save.
Inside one group, all conditions must match. The permission applies when one of the groups matches. A permission with no conditions applies to all records.

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You can give only the access that you have

You cannot give a role a permission that you do not have yourself. The grid marks these permissions, and Perquery refuses them.

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Delete a role

You cannot delete the owner role.
1

Start the deletion

On the Roles tab, click Delete in the row of the role.
2

Move people (if necessary)

Some members can have this role as their only role. For them, select a role in Move people whose only role this is to.
3

Delete

Click Delete role.
Members with another role only lose the deleted role. If an open invitation uses the role, revoke the invitation first or choose a role to move people to.