Roles in R+1 are composed of capabilities which dictate the level of access the user In R+1, roles are composed of capabilities that define the level of access a user has on the platform and the actions they can perform.

When a company is created in R+1, we automatically assign a set of default roles:

• account owner (inmutable and not deletable).

  • Admin by default

• base role (mutable and deletable)

  • Read only role

In addition, you can create custom roles in R+1 to better reflect the specific needs of your company.

Capabilities

Each role is defined by the capabilities it grants. Below is an overview of available capabilities grouped by category:

Org settings

For users who need to configure the organization-wide defaults like company info, integrations, and global preferences

• View settings

• Edit settings

  • Modify company wide settings

Overview Dashboard

For users who need access to see the overview dashboard and platform usage

• View dashboard

User management

For users who need to configure and create users and roles

• View users

• Manage users

  • Create, modify or delete users

• Manage roles

  • Create, modify or delete roles

Modules

For users who need to configure business rules and model behaviors

• Manage modules

  • Configure Model settings

• Business rules

  • Create, modify or delete business rules

Branches

For users who need to configure branches, manage user-branch relations

• View branches

• Manage branches

  • Create, modify or delete branches

Tasks

For users who need to manage tasks and see recommendations

• View Tasks

• Manage Tasks

  • Create, modify or delete tasks

Subscription

For users who need to manage the subscription and look at payments

• View

• Manage

  • Modify subscription or payment method

Integrations

For users who need to manage data integrations with R+1

• View

• Manage

  • Upload manual data (CSV) or modify connectors