What are Roles in Fluix?
With roles, you can be very specific in providing your Fluix team members with the rights to access the Fluix Admin Portal and manage document flow.
The roles are managed in the Permissions tab under the Settings section:
Account Owner
On top of the section, you can see the Fluix Account Owner name, a person who registered the Fluix trial account. By default, the Account Owner has full access to all sections and data in the Fluix account. Change of Account Owner. In case the owner of your Fluix account has changed, reach out to your Customer Success Manager or support@fluix.io who will update the records for your account.
Account Admins
The Account Owner and Admins with access to Permissions can grant roles to the users. By providing a user with any role you make him an Admin. There is no limitation for the number of admins in Fluix, but each user can be granted one role only. Then you will not see his name in the list of users upon creating a new role. In the next article Create and Manage Roles you will find out how to create, edit, duplicate, and delete admin roles.
Can’t find what you’re looking for? Feel free to contact us at support@fluix.io if you have any questions or comments.
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