Roles

The Roles page in WPShift enables you to define and manage user roles within your workspace. By setting up custom roles, you can control user permissions and ensure that team members have the right level of access to perform their tasks without compromising security.

1. Viewing and managing roles

The Roles page displays all existing roles in the workspace, including the default Administrator role. For each role, you can:

  • Edit role: Modify permissions assigned to an existing role.
  • Delete role: Remove a role that is no longer needed.

2. Creating a new role

To add a new role with custom permissions:

  1. Enter a Name for the role. Choose a descriptive name that reflects the responsibilities associated with the role, such as “Editor” or “Developer.”
  2. Click Select All if you want this role to have full permissions, or manually configure permissions in the next step.

3. Assigning permissions

Permissions can be customized across various categories, allowing you to control which actions users in this role can perform. Here are the categories you can configure:

  • Domain: Manage domain-related permissions, including viewing, creating, updating, and deleting domains.
  • Email Address: Control access to email address settings, such as viewing, creating, updating, and deleting.
  • Role: Set permissions for viewing, creating, updating, and deleting other roles.
  • Server: Grant permissions for server management tasks, including viewing, creating, updating, and deleting servers.
  • Site: Configure permissions related to site management, such as viewing, creating, updating, and deleting sites.

Each category has View, Create, Update, and Delete options. To assign permissions, simply check the boxes for the actions you want to allow for each category.

Best practices for roles and permissions

  • Follow the principle of least privilege: Assign the minimum permissions necessary for each role to reduce security risks.
  • Use descriptive role names: This helps other administrators understand the intended access level at a glance.
  • Review roles periodically: Regularly review and update roles to ensure they align with current team responsibilities and project needs.