Roles & Permissions
The Roles and Permissions feature enables system administrators to control and tailor users’ access based on their organisational roles and responsibilities. This ensures that users only access the areas relevant to their roles, improving security and workflow efficiency.
ℹ️ Our system only supports assigning one role per user. To ensure users have the necessary permissions, you will need to create custom roles that include all relevant permissions, as multiple roles cannot be assigned.
Default Roles & Permissions
The system comes with predefined roles suited for various types of users within the organisation. These include:
- Executive – This role is designed for Sustainability Executives who require read-only access to content within the Programmes module. This allows them to monitor the program’s progress without the ability to edit or manage any data.
- Function Specialist – Users in this role are responsible for overseeing a specific function, including training and communication with stakeholders across one or more topics in the Programmes module.
- Metric Specialist – This role is tasked with inputting and managing metrics within the Programmes module, ensuring that the data related to sustainability metrics is updated and accurate.
- Super Admin – The Super Admin has full control over the platform. They are responsible for managing all aspects, including user roles, permissions, content, and configurations.
- Topic Lead – The Topic Lead manages and oversees the development of specific topics within the Programmes module. Additionally, they are responsible for managing users assigned to their respective topics.
- Topic Practitioner – This role is responsible for managing, updating, and maintaining the documents and activities related to a specific topic within the Programmes module.
- Limited User - This role is intended for tenants with a limited user license. Users with this role will have read-only access to all incidents assigned to them.
While the default roles cannot be edited or disabled, administrators can build custom roles by using these defaults as templates. This flexibility allows the creation of roles tailored to the unique needs of your organisation, providing granular control over access permissions.
Creating a Custom Role & Setting Permissions
As an administrator, you can create custom roles in Speeki that reflect the specific responsibilities and access needs of your organisation. This allows you to finely control who can access different parts of the platform.
- Go to Settings -> Company -> Roles and Permissions.
- In the Roles and Permissions section, click the ADD NEW button located in the upper-right corner.
- Provide a name and a description for the custom role you are creating. This helps you and other administrators easily identify the role’s purpose.
- Under the Modules section, select which modules the custom role should have access to. You can toggle specific modules on or off to customize the role’s access level. For example, if the role is only responsible for managing company settings, enable the Company Settings Management module while leaving Super Admin Access disabled. Users assigned to this role will have access only to the Company Settings module, with no access to the Incidents module or any other modules.
