Roles & Permissions

Keeping your data secure while your team works is a top priority. Reachware Studio uses Role-Based Access Control (RBAC) to help you manage who can see and do what in your account. Think of it as giving each team member the right set of keys for their specific job, no more, no less.

What is Role-Based Access Control (RBAC)?

RBAC is a security approach where permissions are assigned to roles, and users are assigned to roles. Instead of managing permissions for each individual user, you assign users to predefined or custom roles that come with a set of permissions.

Why Roles Matter

Instead of setting permissions for every individual user, you simply assign them a role. Each role comes with a predefined set of permissions based on job responsibilities. This approach:

• Reduces complexity
• Ensures consistent access control
• Protects sensitive settings such as billing and subscriptions

How It Works in Reachware Studio

• Define Roles: Use predefined roles or create custom roles
• Assign Permissions to Roles: Each role has specific permissions (e.g., view flows, create users)
• Assign Users to Roles: Add team members and assign them appropriate roles
• Automatic Inheritance: Users automatically inherit all permissions from their assigned role

Reachware Studio Role Hierarchy

Reachware Studio follows a multi-level structure designed to support integration partners serving multiple client organizations:

• Platform Level: Reachware Studio (Platform Owner)
• Partner Level: Partners manage multiple client organizations
• Organization Level: Organizations contain users and integrations

Each level has its own roles and permissions.

Role Types

Every role in Reachware Studio has a Role Type that defines where it applies.

Partner Role

Applies at the Partner user level. Used by integration partners managing multiple organizations.

• Partner Super Admin (Highest)
• Full Partner
• Custom Partner Roles

Organization Role

Applies at the Organization user level. Used inside a specific organization. Permissions are limited to that organization only.

• Organization Super Admin (Highest)
• Organization Admin
• Custom Organization Roles

Predefined Roles

Reachware Studio provides predefined roles that cannot be modified or deleted.

Permissions Matrix

When creating or editing a role, permissions are assigned using the permissions matrix to define specific actions for each module.

How to Create a Custom Role

To manage roles and permissions in a more flexible way, Reachware Studio allows partners and organizations to create custom roles.

Who Can Manage Whom

Partner Super Admin

Organization Super Admin

Related Topics

• User Management
• Organizations
• Connections