Manage Roles

Roles define what a user can do in the system by grouping a set of permissions into a single access level. This page is used to operationally manage access control in your site.

Accessing the Manage Roles page

1. Go to Settings → Administration → Permissions
2. Select the Roles tab

Here you will see two sections:

• Default Account Roles – Admin, Editor, Viewer
• Custom Account Roles – Any roles you have created

Working with Default Roles

AssetLoom includes three built-in default roles. Every user must be assigned a role to access the platform. These roles come with predefined permission sets that control access across the system.

• Admin – Full system access with control over all features, data, and system settings.
• Editor – Operational access to create and manage the 5 main resources (Assets, Accessories, Licenses, Components, and Consumables)
• Viewer – Read-only access to view assets and system data without the ability to create, edit, or delete anything.

Detailed Default Role Permissions

Below is the full permission matrix showing what each default role can access:

You can assign users to these roles directly by selecting them from the user list.

Working with a Custom Role

If the default roles do not match your needs, you can create a custom role.

1. Click + New role in the Custom Roles section
2. Enter a role name
3. Search and select permissions from available resources to define what this role can do
4. Assign users to the role
5. Click Save

Custom roles allow you to create fine-grained access levels for specific teams or responsibilities.

Editing a Role

1. Select the role you want to edit (Editor, Viewer, or custom role)
2. Update the role name or description
3. Check or uncheck permissions to customize access (only for Editor or Custom roles)
4. Add or remove users from the role
5. Click Save