User and Role Management
Total control of access and permissions - each person sees only what's relevant for their role
Dashboard Screenshot
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How It Works
Discover how User and Role Management helps you manage projects professionally
Screenshot - Predefined Roles
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Common roles ready to use
Admin, Project Manager, team, client - predefined permissions that cover most use cases.
- Admin: total access, configuration, users, all projects
- PM: manages assigned projects, invites clients, sees team
- Team Member: sees projects where assigned, edits own tasks
- Client: sees only their projects, approves deliverables, leaves feedback
Screenshot - Custom Roles
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Create specific roles for your organization
If default roles don't cover your case, create custom roles with exact granular permissions.
- Define permissions at module level: Projects, Documents, Users, Billing
- Specific actions: View, Create, Edit, Delete, Approve
- Restrictions by specific client or project
- Hybrid roles for complex use cases
Screenshot Feature 1
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Audit log of permission changes
Every time you change someone's permissions, it's recorded. Complete traceability of who made what access change.
- History of role changes for each user
- Who granted/revoked permissions and when
- Alerts when critical permissions are elevated
- Export logs for security audits
Competitive Advantages
Why professional teams choose Aprolio's User and Role Management
Protected sensitive information
Clients only see their projects, not others. Team member doesn't see financial information. Total security control.
Each person sees what's relevant
Designer doesn't get overwhelmed with 50 irrelevant projects. See only where assigned. Reduces noise and increases focus.
Instant onboarding
New PM enters and automatically has access to what they need according to their role. No need to configure individual permissions.
Scalability without chaos
You grow from 5 to 50 people without losing control of access. Role system scales naturally with the organization.
Instant role changes
Designer becomes PM: you change their role and they automatically have new permissions. No need to manually configure 20 things.
Simple compliance and audits
Auditors ask 'who can access what'. You show clear role structure with change logs.
Before vs After
How your way of working changes with Aprolio
Everyone accesses everything - chaos and high security risk
Granular permissions by role - each person accesses only what's relevant
Configuring individual permissions takes 30 minutes per person
Assign role takes 10 seconds - permissions configured automatically
Client sees other clients' projects by mistake - huge legal problem
Total automatic segregation - client only sees theirs by system design
No trace of who changed whose permissions - impossible to audit
Complete log of access changes - traceability for compliance
Who Uses This Feature
Real stories from teams that transformed their way of working
"Con 35 people, control de accesos era pesadilla. Ahora asigno roles: PM, Designer, Developer, Account Manager. Cada rol tiene permisos correctos automáticamente. Onboarding de alguien nuevo: 2 minutos."
"La segregación automática de clientes es oro. Cliente A nunca ve information de Cliente B. Cumplimiento de NDAs automático sin tener que pensar en ello."
"Tuvimos auditoría ISO27001. Mostramos estructura de roles, permisos por rol, y logs de cambios. Auditores aprobaron en una reunión. Antes preparar eso tomaba semanas."
We answer your questions about User and Role Management
Everything you need to know to make the most of this feature
Default roles: Owner (full access), Admin (complete management except billing), Project Manager (manages assigned projects), Team Member (works on assigned tasks), Client (sees only their projects), Read-Only (visibility without editing). They cover 90% of use cases.
Ready to transform your project management?
Join hundreds of agencies and teams already managing projects professionally with Aprolio.