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Documentation Index

Fetch the complete documentation index at: https://docs.jelou.ai/llms.txt

Use this file to discover all available pages before exploring further.

In the Roles tab you can create, edit, or deactivate roles based on your organization’s needs.
This feature is only available for Enterprise plans.

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Default roles

Every company created on the platform includes default roles, designed to simplify initial setup and platform usage. These roles:
  • Cannot be edited.
  • Are configured with standard permissions for different user types.

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Create a new role

To create a custom role:
1

Role name

Enter the role name.
2

Select modules

Select the modules the role will have access to.
3

Configure permissions

Configure specific permissions within each module.Each module can include permissions such as:
  • View
  • Create
  • Edit
  • Delete
You can configure these permissions based on the level of access each user needs.
4

Save

Once all permissions are defined, the Save button will be enabled to complete role creation.

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Edit or deactivate roles

  • Roles created within the company can be edited or deactivated if they are no longer needed.
  • When a role is deactivated, it will no longer be available for assignment to new users.
  • Users currently assigned that role will lose the associated access.
When deactivating a role, assigned users will immediately lose the associated access. If needed, the role can be reactivated at any time.