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What is role management, and why is it useful?

Role management on Slimlink helps to streamline collaboration by clearly defining what each user can or cannot do within the platform. By assigning roles such as Manager, or Specialist, you can ensure that your team operates efficiently while maintaining control over sensitive data. For example, Managers might have access to links, collections and analytics data for their own team and entire company, while Specialists might be limited only by their own data. Or, a separate role might be created for an Accountant, with access only to payments and subscriptions details, and no access to any other information available on the platform.

This structure allows for a more organized approach to teamwork, where tasks can be delegated according to each team member's responsibilities. It also prevents accidental changes or unauthorized access, improving security.

For businesses or larger teams, role management is essential for scaling and delegating responsibilities across various departments or teams without compromising data integrity. It fosters collaboration while ensuring that everyone has access to the right tools for their role.

Check out the following resources for more details:

How to manage roles on Slimlink?

What roles are available, and what permissions do they have?

Can I customize permissions for team members?

How do I assign or change roles for a team member?