Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.routera.io/llms.txt

Use this file to discover all available pages before exploring further.

​
Default roles

Every workspace includes two built-in roles:
  • Administrator — full access to records, routers, and settings.
  • User — access scoped to their profile (availability, working hours, calendars) and assigned work.
Default roles cannot be edited or deleted.

​
Create a custom role

  1. Open Settings → Roles.
  2. Click Create role. Routera opens the new role so you can configure it.
  3. Rename the role if needed, then set permissions on the Records, Router, and Settings tabs.
  4. Click Save when you are finished.
Role permissions on Records, Router, and Settings tabs On each tab, permissions use Read, Create, Edit, and Delete where they apply. Settings permissions map to each settings area (for example Users and Teams under the users section).

​
Assign a role to a user

Choose the role when you invite a user, or update an existing member’s role from Settings → Users.
Start with the minimum permissions someone needs—you can always grant more later.