Roles & Permissions
Work in Progress
This documentation is actively maintained. Features described here may change as the platform evolves. Last reviewed: February 2025.
Every user in the Rax Platform is assigned a role that determines what they can see and do. Roles are assigned by an administrator when you're invited to the platform.
Available Roles
Development & Operations
| Role | Description |
|---|---|
| Administrator | Full access to everything. Can manage users, projects, teams, and all settings. |
| Department Lead | Manages an entire department. Can view department-wide KPIs, activity, and approve tasks. |
| Team Lead | Manages a specific team. Can create and assign tasks, view team analytics. |
| Member | Regular team member. Can work on assigned tasks, request leave, and view personal data. |
Production (Sales)
| Role | Description |
|---|---|
| Administrator | Full access to all sales features and settings. |
| Sales Lead | Manages the sales team, sets targets, views team performance. |
| Salesperson | Individual contributor. Manages own clients, quotes, and tracks personal targets. |
Permission Matrix
Core Features
| Feature | Admin | Dept Lead | Team Lead | Member |
|---|---|---|---|---|
| View Dashboard | All | Department | Team | Personal |
| Create Projects | Yes | No | No | No |
| View Projects | All | Department | Team | Assigned only |
| Create Tasks | Yes | Yes | Yes | No |
| Assign Tasks | All users | Department | Team | — |
| Approve/Review Tasks | Yes | Yes | Yes | No |
| View KPI & Analytics | All | Department | Team | — |
| View Activity Logs | All | Department | Team | — |
| Manage People & Teams | Yes | Department | — | — |
| Invite New Users | Yes | No | No | No |
Calendar & Leave
| Feature | Admin | Dept Lead | Team Lead | Member |
|---|---|---|---|---|
| Create Events | Yes | Yes | Yes | Yes |
| View All Events | Yes | Department | Team | Personal + Team |
| Request Leave | Yes | Yes | Yes | Yes |
| Approve Leave | Yes | No | No | No |
| Manage Holidays | Yes | No | No | No |
Messaging & Notifications
| Feature | Admin | Dept Lead | Team Lead | Member |
|---|---|---|---|---|
| Send Messages | Yes | Yes | Yes | Yes |
| Create Group Chats | Yes | Yes | Yes | Yes |
| Create Announcements | Yes | No | No | No |
How Roles Are Assigned
- An Administrator invites a new user via People > Invite Member
- During invitation, the admin selects the user's role, department, and team
- The invited user receives an email and completes registration
- Their role takes effect immediately upon first login
tip
If you believe your role doesn't match your responsibilities, contact your administrator to request a role change.
Role-Based Navigation
Your sidebar menu automatically adjusts based on your role:
- All users see: Dashboard, Tasks, Calendar, Projects, People, Profile
- Leads and Admins additionally see: Activity, KPI & Analytics
- Production roles (Operations) additionally see: Production module
- Sales roles (Production) additionally see: Sales module
Scope of Visibility
An important concept in Rax is scoped visibility — what you can see depends on your role:
- Admin — Sees everything across the organization
- Department Lead — Sees everything within their department (all teams)
- Team Lead — Sees everything within their team
- Member — Sees only their own assigned tasks and personal data
This applies to dashboards, KPIs, activity logs, and task lists.