Users & Roles
Manage user accounts, roles, and permissions across the Compass platform.
What is Users & Roles?
Control who can access what in Compass:
- User Management — Create and manage user accounts
- Roles — Define permission groups
- Module Permissions — Control which modules users can access
- Widget Permissions — Toggle visibility of specific dashboard widgets
- Field Permissions — Restrict visibility of sensitive fields
- Access Rules — Advanced conditional permission logic
- Access Codes — Alternative authentication methods
Navigation
| Tab | Description |
|---|---|
| Users | List and manage all user accounts |
| Roles | Define and configure permission groups |
| Access Codes | Manage generated access codes (with badge count) |
| Sign-up Requests | Review pending sign-up requests (with badge count) |
The module header displays two action buttons: Invite User(s) and Add Role.
Key Concepts
| Term | Definition |
|---|---|
| User | An individual account that can log into Compass |
| Role | A predefined set of permissions assigned to users |
| Permission | Access rights to view, edit, or delete data |
| Access Rule | Conditional logic for granting access |
Getting Started
For Administrators
- Managing Users — Create and manage accounts
- Roles & Permissions — Set up permission groups
- Module Permissions — Control module access
- Widget Permissions — Control dashboard widgets
- Field Permissions — Restrict sensitive fields
- Access Rules — Advanced conditional permissions
Common Tasks
- Add a new employee → Managing Users
- Create a new role → Roles & Permissions
- Restrict access to financial data → Field Permissions
Frequently Asked Questions
Q: What's the difference between Roles and Access Rules?
A: Roles define broad permissions (what modules/features a user can access). Access Rules add conditional logic on top — for example, restricting a user to only see projects where they are the Project Manager.
Q: Can a user have multiple roles?
A: Yes. When a user is assigned multiple roles, their effective permissions are the combination of all assigned roles.
Q: What happens when I disable a user?
A: The user cannot sign in to Compass. All user data and history remain in the system. You can reactivate the user later using the Activate button.
Q: Can I create custom permission levels?
A: Yes, create a new role and customize the module, widget, and field permissions to match your needs.
Next Steps: