Roles & Permissions Reference

This reference explains what each role can access and do in SuitePortal.

Built-in Roles

SuitePortal includes three built-in roles. You can also create custom roles if needed.

Admin

Full access to all features and settings.

Best for: Organization administrators who need to manage users and settings.

Member

Standard access for day-to-day portal use.

Best for: Regular users who need to view data and take actions like making payments.

Viewer

Read-only access to view information without making changes.

Best for: Users who only need to view data, like executives reviewing reports.

What Each Role Can Do

Detailed breakdown of role capabilities.

Viewing Data

Taking Actions

Managing Users

Configuration

Custom Roles

If the built-in roles don't fit your needs.

Creating a Custom Role

1. Go to Settings > Roles
2. Click Create Role
3. Name your role
4. Select the capabilities to include
5. Save

Tips for Custom Roles

• Start with the most restrictive role and add capabilities
• Use descriptive names (e.g., "Finance Team", "Warehouse Staff")
• Review roles periodically to ensure they're still appropriate

Role Assignment

How roles are assigned and changed.

Assigning a Role

1. Go to Users
2. Click on a user's name
3. Select their role from the dropdown
4. Save changes

Role changes take effect immediately.

Multiple Organizations

A user can have different roles in different organizations. For example:

• Admin in Organization A
• Viewer in Organization B

Best Practices

Tips for managing roles effectively.

Security

• Use least privilege — Give users the minimum access they need
• Review regularly — Audit who has Admin access quarterly

Organization

• Use Viewer for stakeholders — External reviewers don't need edit access
• Document custom roles — Keep notes on why custom roles exist

Related

• Organizations & Users — Understanding user management
• Access Controls — Security overview