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Adding Users to Roles

How assign Roles to your users

Written by Rafiki Customer Success Team

Assigning Roles to Users

Admin users can assign roles to control what each team member can access in Rafiki AI.

How to Assign a Role

  1. Navigate to Settings > User Management

  2. Find the user in the list

  3. Click the edit icon on their row

  4. Select the appropriate role (Admin, Manager, or Rep)

  5. Click Save

User management table

Available Roles

Role

Access Level

Admin

Full access to all settings, user management, billing, and all meeting data

Manager

Access to team members' meetings and data. Limited settings access.

Rep

Access to own meetings and data. Minimal settings access.

Viewing Users by Role

In Settings > User Management, use the role filter to view all users assigned to a specific role.

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