Permissions
Control what team members can do with granular permission settings. Proper role assignment ensures security while enabling collaboration.
Default Roles
Infile includes four pre-configured roles that cover most team structures:
- Admin: Full access to all features and settings. Can manage team members, billing, security settings, and all client data. Admins can create, edit, and delete anything in the account. Typically assigned to account owners and senior management.
- Manager: Can create and manage requests, add and edit clients, create templates, and view all submissions. Cannot access billing, security settings, or team management. Ideal for team leads and senior staff who need broad access without administrative control.
- Member: Can create requests and templates, but only for clients assigned to them. Cannot view other team members' clients or submissions. Good for staff who work with specific client portfolios.
- Viewer: Read-only access to requests and submissions. Cannot create, edit, or delete anything. Can export data and view analytics. Useful for auditors, compliance officers, or stakeholders who need visibility without making changes.
Custom Roles
Create custom roles tailored to your organization's needs:
- Granular Permissions: Mix and match over 30 individual permissions. Control access to specific features like client management, template editing, exports, or analytics.
- Permission Categories: Permissions are organized into categories: Clients, Requests, Templates, Analytics, Settings, and Billing. Grant access to entire categories or individual permissions within them.
- Data Scope: Define whether users can access all data, only their assigned data, or data from specific teams or departments.
- Role Templates: Save custom roles as templates to quickly assign the same permissions to multiple team members.
Permission Management
- Role Assignment: Assign roles when inviting team members or change roles at any time from the Team settings page.
- Multiple Roles: Assign multiple roles to a single user if needed. Permissions are additive - users get the combined permissions of all their roles.
- Permission Inheritance: Set default permissions for new team members. Automatically assign specific roles based on email domain or department.
- Audit Trail: Track all permission changes in the audit log. See who changed permissions, when, and what was changed.
Permission Tip: Follow the principle of least privilege - give team members only the permissions they need to do their job. You can always grant additional permissions later if needed.