Purpose
This article explains how Roles define what a user can do in SiteRise.
Who Uses This
Administrators setting up user access and permissions.
How It Works
A Role is a predefined set of permissions assigned to a user — such as Project Manager, Executive, Administrator, or External Partner.
Assign a Role when adding a new user, or update it later if their responsibilities change.
Best Practices
Use standard roles consistently across projects rather than creating one-off custom access for individuals.
Review roles whenever someone's responsibilities shift.
Pair roles with the Permissions article to fully understand what each role can see and do.
Troubleshooting
If a user's access doesn't match expectations, double-check their assigned Role and any project-specific permission overrides.