Adding a role

A role in Inkit defines the set of permissions that you can apply to a user. There are the following standard roles in Inkit:

RolePermissions
AdminAll
Document ViewerView Documents
Document Generation ManagerManage Apps
Generate Documents
Delete Documents
Upload Document
View Documents
Delete Template
View Templates
Modify Templates
View Launched Flows
Launch Flows
Modify Flows
View Flows
Delete Flows
View Charts
View Events & Audit Trail
Modify Folders
Delete Folders
DeveloperManage API Keys
Manage Webhooks
Manage Apps
Generate Documents
Delete Documents
Upload Document
View Documents
View Templates
Delete Template
Modify Templates
Launch Flows
Modify Flows
View Flows
Delete Flows
View Launched Flows
Modify Folders
Delete Folders
View Charts
View Events & Audit Trail

To add a new role to Inkit, do the following:

  1. In the Inkit web app, select Settings in the left sidebar and click the Organization tab. Then click Roles in the Users panel.

  2. In the Roles dialog box, click Add New Role.

  3. In the Add New Role dialog box, enter the Name of the role and an optional Description. Then choose any number of Permissions. Finally, click Save.

Once you've added roles, you can assign them to users.