How do Roles and Permissions work?

This feature offers nuanced access management and collaborative functionalities. Whether you're delegating responsibilities to family members, wealth managers, or assistants, Vyzer provides flexible access through clearly defined roles and permissions, including full access, edit, and view-only options.

The Role Management feature is available exclusively in our Premium Plan and Elite Plan only.

Read-Only 👀: Grants users the ability to view features without modifying them. For instance, users can view assets but cannot edit them, approve events, or write notes.

Write 🛠️: Allows modifications to features. For example, users can upload files to the magic box.

Roles consist of permissions assigned to users, and four distinct sets of permissions are available:

🔔Note: If you were invited to a Vyzer account via Role Management, please be aware that the invitation expires after 7 days. If you have not accepted it within that time, the account owner will need to resend the invitation.

👉 Want to learn how to invite someone to your account?
See: What is Role Management in Vyzer and who can use it?