Role Presets
One-click templates for the roles most agencies need.
Overview
Building a role from a blank permission grid is slow and easy to get wrong. Presets give you a sensible starting point you can then adjust.
Team Role Presets
Support deskOrder opsTeam leadViewer
Remote Role Presets
Virtual Team Member defaultsVirtual Team Leader defaultsTask workerRemote supportRemote opsViewer
Applying a preset fills the permission grid — you can then tick or untick anything before saving.
Tips & Best Practices
Start every new role from the closest preset, then remove rather than add. It is safer to take permissions away than to remember to grant them.