How roles work
Every member of your organization has a role. A role determines what that person can see and do — from viewing events to managing the entire organization. Think of roles like keys to different rooms. Some keys open every door (Admin), while others only open specific ones (Viewer).Built-in roles
Linebundle comes with three roles out of the box:What each role can and can’t do
Here’s a more detailed breakdown:Custom roles
Need something more specific? Linebundle lets admins create custom roles with exactly the permissions you need. For example, you might want a role called “Event Coordinator” that can create and edit events but can’t manage spaces or organization settings.1
Go to your organization settings
Navigate to your organization and open the settings or roles section.
2
Create a new role
Click the button to create a new role. Give it a clear name that describes what this role is for.
3
Pick the permissions
Check the boxes for what this role should be able to do. You can mix and match — give them access to events but not spaces, or materials but not contacts.
4
Assign it to members
Once created, you can assign this custom role to any member of your organization, just like the built-in roles.
Custom roles are great for larger teams where different people have different responsibilities. For small teams, the built-in Admin, Editor, and Viewer roles are usually enough.
A quick decision guide
Not sure which role to assign? Here’s a simple flowchart:What’s next?
Create your first space
Now that your team is set up with the right roles, it’s time to start organizing — create your first space.