Roles and rights

Roles in Equipme work like giving someone keys to your office. You wouldn't hand over keys to every room to every employee—that would be chaos. Instead, you give people access to what they need for their specific job. That's what roles do in the software.

Why bother with roles?

Let's say you hire a new sales rep. They need to see customer data and update deal information, but they definitely shouldn't be able to delete the entire customer database or change company-wide settings. Roles let you draw those lines clearly.

When someone gets the wrong access level, things get messy fast. Either they can't do their job because they're locked out of something important, or they accidentally break something they shouldn't have been able to touch in the first place.

How to assign roles

Go to Settings → Roles and Permissions. You'll see a list of all the roles you can assign.

Pick a role from the list. Click on it to open up the details.

Click on the Users tab. This shows you everyone who currently has this role.

Hit the Add button. Select the people who need this role. You can pick multiple people at once.

Confirm and save. That's it. The permissions kick in right away.

A few things to keep in mind

Use the roles that already exist. Equipme comes with standard roles that work for most situations. Before you start creating custom roles or overthinking it, check if one of the existing ones fits what you need.

Give people what they actually need. Don't just throw access at people because it's easier than thinking it through. Someone in accounting doesn't need to manage HR data, even if you trust them completely.

Multiple roles are okay. Some people have varied jobs. If someone needs access from two different roles, you can give them both. Just make sure it actually matches what they do.

Check back periodically. People switch teams, get promoted, or leave the company. When that happens, update their roles. Old permissions hanging around create security gaps.

What you'll see on screen

The Roles and Permissions page shows all your available roles with brief explanations of what each controls. After you select one and open the Users tab, you'll see current assignments and can add more people with the Add button. Changes happen immediately no waiting period or approval queue.