User roles and permissions

A reference guide to the two user roles in Conduitly and what each one can do.

Overview

Every user on a Conduitly Team or Business account is assigned one of two roles: User or Administrator. The role determines what they can access and manage within the account.

Roles

User: Users can build and work with workflows and other features, but cannot manage team members. Assign this role to team members who need to use Conduitly but don't need to administer the account.

Administrator: Administrators can do everything a User can do, plus manage users within the account, such as adding new team members, editing their details, and removing access. Assign this role to team leads or account managers who need to control who has access to Conduitly. By default, the account owner who set up the account is an administrator.

How to check a user's role

Administrators can Go to Settings → Users in the sidebar. The Role column in the Users table shows the current role for each team member.

How to change a user's role

Go to Settings → Users in the sidebar.
Find the user whose role you want to change and click the green edit icon on their row.
On the User form, find the role in the role table and click the edit icon on that row.
Update the Role field in the Add Role modal and click Save.
Click Save on the User form to confirm the change.

Note: Only Administrators can change user roles. You cannot change your own role.

Still not working?

If you have questions about what a specific role can access, contact our support team via the Help button in the bottom-right corner of any page.

Removing or transferring access
Managing shared vs. personal workflows