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How to Create Roles to Restrict Access for Admins?
How to Create Roles to Restrict Access for Admins?

Raklet gives you the option to create roles to restrict access for admins.

Updated over a week ago

Creating Roles for restricted admin access is only available for Premium plans.

You can create new roles to restrict access to modules on the admin panel. You can limit access to adding, importing, exporting, deleting, or updating contacts as well as disable access to other modules such as email, membership, events, etc.

Creating Roles

Here is a short video on creating roles:

Go to Settings

Step 1: Go to the Admin panel and click on Settings.

Add Roles

Step 2: Click on Roles.

Step 3: Click Add on the Roles page.

Step 4: Decide which modules you want to give access to. You can choose some specific modules such as Events, Social Network and/or Contacts. For the Contacts module, you can also add more restrictions such as allow the restricted admin to add/delete/edit accounts.

Step 5: Click Save.

Your role has been created!

Adding Roles to Your Contacts

Now it is time to decide on adding the roles you created earlier, to other contacts.

Here is the video of adding the roles you created earlier:

Step 1: Go to Contacts.

Step 2: Choose the contact to which you will be given restricted access. Then click on settings.

Step 3: You can see their Roles from there. Click on add.

Step 4: Choose the role and click on save.

Now, you've successfully added the role!

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