How to set up users, roles, and access permissions to organize your team within the system
In Jestor, every team member joins as a user linked to a role, and it's the role — not the individual person — that defines what they're able to do.
ClickUp, Asana, and Monday also structure permissions by role within a team, but that's where Jestor stands out: the practical difference usually lies in how granular that control can get — in Jestor, you can go down to the variable level.
Why does setting permissions by role, not by person, matter?
Setting permissions person by person doesn't scale: with every new hire, someone would need to reconfigure access from scratch.
How to set up users, roles, and permissions in Jestor?
- When adding a user, the recommended seat type for most of the team is "member," reserving the builder role for whoever actually defines how the process works.
- Each role can have its own home page.
- Each role's powers cover actions like managing users, creating or deleting tables and apps, accessing developer tools, and changing settings.
- A role can also be restricted to managing only specific members and tables.
- There's advanced, key-value-style permissioning for anyone who needs even finer control.
| Seat type | Best for |
|---|---|
| Member | Most of the team, who use the process |
| Builder | Whoever defines how the process works |
To set up users, roles, and permissions:
- Under Users, add the person with their email and corresponding role.
- Under Roles, create or edit a role, defining its home page and general powers.
- If needed, configure advanced permissioning.
Why choose Jestor to manage your team's access?
Setting permissions by role, rather than person by person, makes it easier to scale the team without reconfiguring access from scratch for every new hire.
Frequently asked questions
Should every new user join as a builder?
No, the recommendation is to use "member" as the default, reserving builder for whoever defines the process.
Can a role have a home page different from the default Home?
Yes, you can set any page as that role's starting screen.
Can a role manage only part of the users and tables?
Yes, you can restrict which members and tables that role can manage.
Is advanced permissioning recommended for everyone to touch?
No, it's a setting meant only for those who really need fine-grained control.
Reference video
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