> For the complete documentation index, see [llms.txt](https://docs.neodove.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.neodove.com/admin-portal/users/roles-and-permissions.md).

# How to Define the Roles and Permissions of a User?

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This structure enables them to **allocate** specific roles and permissions to users based on their **designated responsibilities**.&#x20;
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Each **role** is associated with a unique set of permissions, ensuring that users have the appropriate level of **access** and **control** within the platform.&#x20;

This Role-based approach **facilitates** efficient Campaign Management and Portal Usage while aligning with the organizational hierarchy and User Roles.

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**Note:**&#x20;

**For example**; In NeoDove, the **Organization Admin** has full control over account settings, user management, and access permissions.&#x20;

**Managers** have similar privileges but may have restrictions set by the admin.&#x20;

**Assistant Managers** typically assist managers and have limited access compared to managers.&#x20;

**Executives** have basic access to perform sales-related tasks assigned to them but do not have administrative privileges.
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## Steps:

***

1. **Log in** to your NeoDove account ([https://connect.neodove.com/](https://app.neodove.com/))
2. Go to the **Manage Users** Section, present on the bottom-right-hand section of your screen.

<figure><img src="/files/MAZiqhVPu7TkaYrxS36V" alt=""><figcaption></figcaption></figure>

3. By default, a list of all the **Users** is visible.
4. Click on the "**Roles and Permissions**" button, at the top of the screen just between the "**Profile**" and the "**Automatic Report**" options.

<figure><img src="/files/8HBQcRTuR6i0ElDi0ozY" alt=""><figcaption></figcaption></figure>

5. Then all the **Roles** are listed at the top of the screen.

<figure><img src="/files/Tq4LgoIKc03gJ5yX7n2Y" alt=""><figcaption></figcaption></figure>

6. All the **Permissions** are listed on the left-hand side of the screen.

<figure><img src="/files/7XIrkTbFgeoyS0bbm9wK" alt=""><figcaption></figcaption></figure>

7. So, as per the Roles, whatever Permissions we wanted to grant, we just need to click on the **checkboxes** and then click on the "**Save Changes**" button to get it saved.
8. If we want to add a **New Role**, then we need to click on the "**Add New Role**" option from the top right hand side of the screen.

<figure><img src="/files/21nWLoxEdO4peRMo1890" alt=""><figcaption></figcaption></figure>

9. The **New Role Name** which we want to add and then accordingly click on the ‘**Add**’ button to get it added.

<figure><img src="/files/a1bKwjv5Wzo2PxsF30OH" alt=""><figcaption></figcaption></figure>

10. &#x20;Then we need to **customize** the Roles with the Permissions for that new role that we want to grant and then click on the ‘**Save Changes**’ button to get it saved.
11. Even if we want to again go back to the **default Roles and Permissions** which was being set before then we just need to click on the "**Reset to Default**" option.

<figure><img src="/files/I3KzuhbiVAhqhUUqA1Nr" alt=""><figcaption></figcaption></figure>