The Roles workspace is where administrators create, view, and manage all role records configured in the account. This dashboard provides a centralized, table-based view of all roles and their associated configurations.
access the roles workspace
To access the Roles tool:
1. Log in to Neostella.
2. Open the Control Center.
3. Click Access.
4. Select Roles.
Once opened, the Roles dashboard becomes the central workspace for role configuration and management.
roles dashboard
The Roles dashboard provides a structured overview of all configured roles. It includes the following components:
1. Roles tool 2. PROJECTS tab 3. LEADS tab |
projects tab
The PROJECTS tab serves as the central hub for managing all project roles within Neostella’s Cases workspace. Administrators can create new project roles through the Projects Role Creator, giving each role clearly defined responsibilities and permissions. Existing roles can be quickly modified in the Projects Role Editor to adapt to evolving project needs.
The tab also provides a comprehensive repository of all project roles, displaying details such as role name, user type, project type, tags, and status. Administrators can easily activate or deactivate roles, ensuring that only relevant roles are available for active projects.
By consolidating project role management in a single interface, the PROJECTS tab maintains clarity, consistency, and efficiency across all projects.
leads tab
The LEADS tab offers a complete view of roles within the Intake workspace. Administrators can define new lead roles using the Leads Role Creator, assigning permissions that reflect the responsibilities associated with each role. Existing lead roles can be modified in the Leads Role Editor to accommodate changes in lead management processes.
All lead roles are accessible in a structured repository, with details such as name, user type, lead type, tags, and status. Roles can be activated or deactivated as needed, giving administrators precise control over access and workflow within the Intake workspace. The LEADS tab ensures that lead-related roles are organized, manageable, and aligned with the organization’s operational needs.