Roles make it easy to manage permissions across your team. Instead of updating each team member's permissions individually, you can assign users to roles.

Safari Portal comes with 6 preset Roles, each with its own specific permissions. You can also create a custom Role with your own settings and save it to reuse whenever you need it.

The Built In Roles

Safari Portal includes 6 preset Roles. Here is what each one does:

• Account Administrator: Full access across every module, plus billing, subscriptions, and user management. This Role can be assigned to multiple people.
• Manager: Full operational access across the platform, including content, financials, themes, and templates. Cannot manage billing, user permissions, or roles.
• Sales Team: Manage clients, trips, tasks, and communications, with financial access limited to their own files.
• Finance: Manage payments, payouts, and financial reporting, with read only access elsewhere.
• Content Editor: Create and manage content pages and templates. No access to trips, files, messaging, or financials.
• Assistant: For assistants focused on admin work and itinerary building. Limited visibility and permissions, with access only to assigned files.
• Custom Roles: Click Add New Role to create your own Role with their own permissions, and save it to reuse whenever you need them.

Assigning a Role to a New User

1. Click the profile icon in the top right corner of Safari Portal.
2. Select Settings from the dropdown.
3. Click the Users tab.
4. Click the + button.
5. Enter the new user's Email.
6. Under Assign a Role, click a Role card.
7. To fine tune permissions for this user only, turn on Or set custom permissions for this invite. You can choose this instead of Assign a Role.
8. Click Confirm.

Changing an Existing User's Role

1. Click the profile icon in the top right corner of Safari Portal.
2. Select Settings from the dropdown.
3. Click the Users tab.
4. Click the pencil icon next to the user's name. This opens Edit Permissions.
5. If Or set custom permissions for this user is on, turn it off.
6. Under Assign a Role, click the Role you want.
7. Click Save.

Creating a Custom Role

1. Click the profile icon in the top right corner of Safari Portal.
2. Select Settings from the dropdown.
3. Click the Users tab.
4. Click the Roles tab.
5. Click Add New Role.
6. Enter a Role Title.
7. Enter a Role Description.
8. Choose a Role icon.
9. Click each category under Set Permissions, like Files or Contacts, to set permissions for that part of Safari Portal.
10. Click Save.

Editing a Role

Any change you make to a Role applies immediately to everyone who has that Role. You can also delete any Role except Account Administrator by clicking Delete in the same drawer.

1. Click the profile icon in the top right corner of Safari Portal.
2. Select Settings from the dropdown.
3. Click the Users tab.
4. Click the Roles tab.
5. Hover over the Role you want to edit, then click the pencil icon. You can edit any Role except Account Administrator.
6. Update the Role Title, Role Description, icon, or permissions.
7. Click Save.

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