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Roles

Roles define the level of access employees have to MaxProtocol platform features. Each employee is assigned one role, which determines which sections and actions are available to them.

Roles page

Role List

The page displays a table of system roles:

RoleDescription
AdminFull platform management and access rights, including billing
BillingPayment information setup, license management, and payment control
UserAccess to the client and other features when corresponding permissions are granted

The Members column shows the number of employees with that role.

Role Descriptions

Admin

Full access to platform management: network configuration, employee and team management, firewall rules, billing, and licenses.

Billing

Access to billing and licensing sections: viewing and configuring payment details, managing subscriptions, and controlling invoices. Network feature access is restricted.

User

Basic platform access: connecting to networks and using the client. Management features are unavailable.

Role Page

Click a role row in the table to open its page. Here you can see the list of employees assigned to that role.

Admin role page

The role page displays a member table:

ColumnDescription
NameMember's display name
EmailMember's email address
StatusCurrent account status

To remove a member from a role, click the trash icon in their row.

Assigning Members

To add employees to a role:

  1. Open the desired role from the list.
  2. Click the Assign Members button in the top-right corner.

Assign members form

  1. In the form, click the Assign Members field — a dropdown with search across all organization members will open.

Selecting members from dropdown

  1. Select one or more members. Selected addresses will appear in the field as tags.

Selected member

  1. Click Assign Members to save.

TIP

A member's role can also be changed directly in their profile in the Members section.