{"id": 133, "date": "2024-08-12T14:22:39", "date_gmt": "2024-08-12T14:22:39", "guid": {"rendered": "/?post_type=docs&#038;p=133"}, "modified": "2024-08-14T13:59:58", "modified_gmt": "2024-08-14T13:59:58", "password": "", "slug": "how-to-manage-user-roles-on-EchoRivo", "status": "publish", "type": "docs", "link": "/docs/how-to-manage-user-roles-on-EchoRivo/", "title": {"rendered": "How to Manage User Roles on EchoRivo"}, "content": {"rendered": "\n<p class=\"wp-block-paragraph\">On EchoRivo we differ basic and advances role management. The basic role management comes with the Starter plan and the advanced one with the Business plan.<br>The tutorial will help to manage those roles.</p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"3-steps-to-customize-roles\">Steps to customize roles</h3>\n\n\n\n<p class=\"wp-block-paragraph\">With the&nbsp;<strong>Starter</strong>&nbsp;plan the default roles are&nbsp;<strong>Admin</strong>&nbsp;and&nbsp;<strong>Product Manager</strong>.</p>\n\n\n\n<p class=\"wp-block-paragraph\">In order to access the user roles and check the available permissions, follow the steps below:</p>\n\n\n\n<p class=\"wp-block-paragraph\">From your&nbsp;<strong>EchoRivo Dashboard</strong>&nbsp;open the&nbsp;<strong>Settings tab</strong>&nbsp;and click&nbsp;<strong>Role management</strong>.</p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"422\" data-src=\"/__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_j34xru-1024x422.png\" src=\"data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" alt=\"\" class=\"wp-image-355 lazyload\"/><noscript><img decoding=\"async\" width=\"1024\" height=\"422\" src=\"/__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_j34xru-1024x422.png\" alt=\"\" class=\"wp-image-355\" srcset=\"/__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_j34xru-1024x422.png 1024w, /__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_j34xru-300x124.png 300w, /__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_j34xru-768x316.png 768w, /__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_j34xru-360x148.png 360w, /__assets/brand-media/help.echorivo.com/wp-content/uploads/2024/08/image_j34xru.png 1364w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" /></noscript></figure>\n\n\n\n<p class=\"wp-block-paragraph\">Choose the role you wish to get more details about and click&nbsp;<strong>Edit</strong>.</p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"265\" data-src=\"/__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_lvq6uq-1024x265.png\" src=\"data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" alt=\"\" class=\"wp-image-356 lazyload\"/><noscript><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"265\" src=\"/__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_lvq6uq-1024x265.png\" alt=\"\" class=\"wp-image-356\" srcset=\"/__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_lvq6uq-1024x265.png 1024w, /__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_lvq6uq-300x78.png 300w, /__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_lvq6uq-768x198.png 768w, /__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_lvq6uq-360x93.png 360w, /__assets/brand-media/help.echorivo.com/wp-content/uploads/2024/08/image_lvq6uq.png 1362w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" /></noscript></figure>\n\n\n\n<p class=\"wp-block-paragraph\">With the&nbsp;<strong>Business</strong>&nbsp;plan, the default roles are&nbsp;<strong>Contributer, Support, Technical, Finance, Marketing, Admin, Product Manager.</strong></p>\n\n\n\n<p class=\"wp-block-paragraph\">It is possible to edit roles by changing the role names and permissions, delete roles and also create a new role.</p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"534\" data-src=\"/__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_m24jud-1024x534.png\" src=\"data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" alt=\"\" class=\"wp-image-357 lazyload\"/><noscript><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"534\" src=\"/__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_m24jud-1024x534.png\" alt=\"\" class=\"wp-image-357\" srcset=\"/__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_m24jud-1024x534.png 1024w, /__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_m24jud-300x157.png 300w, /__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_m24jud-768x401.png 768w, /__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_m24jud-360x188.png 360w, /__assets/brand-media/help.echorivo.com/wp-content/uploads/2024/08/image_m24jud.png 1366w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" /></noscript></figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>When creating or editing the role, it is possible to use the &#8221;Can give access to user&#8221; option to manage the permissions for them.</strong><strong>For example, if user (A) invites a team member (B) and the &#8221;Can give access to user&#8221; option is unchecked, the invited team member (B) can invite another team member (C), but the new team member (C) won&#8217;t have the option to manage the permissions when creating a new user role. And visa versa,&nbsp; when the &#8221;Can give access to user&#8221; option is checked, the invited team member will be able to have access to those permissions and manage them.</strong></p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"397\" height=\"1024\" data-src=\"/__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_w8ouui-397x1024.png\" src=\"data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" alt=\"\" class=\"wp-image-358 lazyload\"/><noscript><img loading=\"lazy\" decoding=\"async\" width=\"397\" height=\"1024\" src=\"/__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_w8ouui-397x1024.png\" alt=\"\" class=\"wp-image-358\" srcset=\"/__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_w8ouui-397x1024.png 397w, /__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_w8ouui-116x300.png 116w, /__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_w8ouui-595x1536.png 595w, /__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_w8ouui-198x512.png 198w, /__assets/brand-media/help.echorivo.com/wp-content/uploads/2024/08/image_w8ouui.png 620w\" sizes=\"(max-width: 397px) 100vw, 397px\" /></noscript></figure>\n\n\n\n<p class=\"wp-block-paragraph\">That&#8217;s it! Those were the steps to manage roles on EchoRivo.</p>\n\n\n\n<p class=\"wp-block-paragraph\"></p>\n", "protected": false}, "excerpt": {"rendered": "<p>On EchoRivo we differ basic and advances role management. The basic role management comes with the Starter plan and the advanced one with the Business plan.The tutorial will help to manage those roles. Steps to customize roles With the&nbsp;Starter&nbsp;plan the default roles are&nbsp;Admin&nbsp;and&nbsp;Product Manager. In order to access the user roles and check the available [&hellip;]</p>\n", "protected": false}, "author": 1, "featured_media": 0, "comment_status": "open", "ping_status": "closed", "template": "", "meta": {"footnotes": ""}, "doc_category": [14], "doc_tag": [], "class_list": ["post-133", "docs", "type-docs", "status-publish", "hentry", "doc_category-team-management"], "year_month": "2026-10", "word_count": 258, "total_views": "255", "reactions": {"happy": "0", "normal": "0", "sad": "0"}, "author_info": {"name": "mehedi@99robots.com", "author_nicename": "mehedi99robots-com", "author_url": "/author/mehedi99robots-com/"}, "doc_category_info": [{"term_name": "Team Management", "term_url": "/docs-category/team-management/"}], "doc_tag_info": [], "yoast_head": "<!-- This site is optimized with the Yoast SEO plugin v28.5 - https:\\/\\/yoast.com\\/product\\/yoast-seo-wordpress\\/ -->\n<title>How to Manage User Roles on EchoRivo - EchoRivo</title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" />\n<link rel=\"canonical\" href=\"/docs/how-to-manage-user-roles-on-EchoRivo/\" />\n<meta property=\"og:locale\" content=\"en_US\" />\n<meta property=\"og:type\" content=\"article\" />\n<meta property=\"og:title\" content=\"How to Manage User Roles on EchoRivo - EchoRivo\" />\n<meta property=\"og:description\" content=\"On EchoRivo we differ basic and advances role management. 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