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Roles and permissions

Create your own roles alongside the fixed roles and decide per area which permissions a user has.

Jaicob has a number of fixed roles that you cannot change. You can, however, create your own roles under Settings > Team and permissions > Roles and permissions (Instellingen > Team en machtigingen > Rollen en rechten). Only the owner, an admin or someone with the right permissions can do this.

The Create role window: for each area you choose the permissions with Own or Everyone.

The Create role window: for each area you choose the permissions with Own or Everyone.

Creating a role

  1. Click Create role (Rol aanmaken).

  2. Give the role a name and description.

  3. Choose the permissions at the bottom. For each area you choose Own (Eigen) or Everyone (Iedereen). For example, for Jobs: Read (Own) means someone only sees their own jobs, and Read (Everyone) means they see all jobs. Create (Aanmaken) lets someone create new jobs, and Edit (Own or Everyone) lets them edit their own or all jobs.

  4. Click Save (Opslaan).

Tip: Can't someone do something in Jaicob, not even through the Copilot? Then first check whether the right permissions are set.

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