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Understanding User Roles and Permissions in Pebb
Understanding User Roles and Permissions in Pebb

Navigate the essentials of user roles and permissions in Pebb with this guide

Updated over 6 months ago

To facilitate effective collaboration and secure management within your organization on Pebb, it's important to understand the different user roles and how permissions can be customized. Pebb offers a flexible permissions system with three primary roles: Admin, Manager, and Member. This system allows you to control who can access specific features and perform certain actions within your organization.


User Roles Overview

1. Admin

The Admin is typically the first user who sets up the organization's account on Pebb. This role has the highest level of permissions, granting full control over organizational settings and user management.
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2. Manager

Managers assist the Admin in overseeing the organization's activities. They have elevated permissions to help manage users and content but do not necessarily have access to all administrative functions.
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3. Member

Members are users who interact with the organization's content and collaborate with the team but do not have administrative or managerial permissions.


Customizing Permissions

Pebb allows the Admin to customize permissions for various features, determining which roles have access. The Admin can set permissions to be accessible by:

  • Everyone: All users within the organization (Admins, Managers, and Members).

  • Admins and Managers: Only users with Admin or Manager roles.

  • Admins Only: Exclusively for users with the Admin role.

Note: This customization ensures that sensitive actions and features are accessible only to appropriate roles, enhancing security and operational efficiency.


Features with Configurable Permissions

Here are some key features with their default permissions, which can be customized by the admin:
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Knowledge Library

  • Modify Items (pinned posts, documents, photos): Admins Only.

  • Create Folders or Upload Content: Everyone.

  • Pin Posts: Admins and Managers.

Clubs

  • Create New Clubs: Everyone.

  • Modify Clubs: Admins Only.

Organization Feed

  • Publish Posts: Everyone.

  • Comment on Posts: Everyone.

  • Like Posts: Everyone.

  • Modify Posts: Admins and Managers.

  • Publish Important Posts: Admins and Managers.

General Management

  • Invite New Members: Admins and Managers.

  • Modify Members: Admins and Managers.

  • Set Departments & Branches: Everyone.

  • Set Members as Managers: Admins Only.

  • Modify Organization Settings (logo, branches, departments): Admins Only.

  • Display or hide member contact identity (phone/email): Admins Only.

Free Plan Limitations

On the Free Plan, customization of permissions is not available. This means:

  • All members have a predefined set of permissions.

  • You cannot adjust which roles have access to specific features.

  • The default permissions are set to ensure basic functionality for all users.

To unlock the ability to customize permissions and gain greater control over your organization's collaboration environment, consider upgrading to a paid plan.


Upgrading for Enhanced Control

Upgrading your plan allows you to:

  • Customize Permissions: Tailor access to features based on roles.

  • Enhance Security: Restrict sensitive actions to Admins or Managers.

  • Improve Collaboration: Provide the right tools to the right people.

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