Control who sees what, who does what, and how your tool works for different people.
What are roles and permissions?
Roles let you create different experiences within the same tool. Each role sees and does different things.
Example: In a task tracker:
Manager - Sees all tasks, comments on everything
Team member - Submits tasks, edits their own, views others
Client - Only sees tasks related to their project
One tool. Multiple experiences. Everyone gets exactly what they need.
Setting up roles - It's ridiculously easy
Just tell Ella what you want. She creates the roles for you.
Option 1: Be specific "I need three roles:
Admin: Full access to everything
Editor: Can add and edit all content
Viewer: Can only view, no editing"
Ella builds exactly what you asked for.
Option 2: Let Ella figure it out "I'm a manager building a task tracker. My team should submit and edit their own tasks. I need to see and comment on everything."
Ella creates: Manager role, Team member role. Done.
Tip: The clearer you are, the better Ella builds. We recommend being explicit - spell out exactly what each role should see and do.
Understanding your roles
Want to see what each role experiences?
Click Design → View as
Select any role
See the tool from their perspective
Ask Ella to adjust if needed
You can switch between roles instantly. Perfect for testing before you share.
You can also check how Ella set things up:
Settings → General → Roles
Here you'll see:
What each role can do
Default role for new users
How permissions work
Don't like something? Tell Ella to change it.
Assigning roles to people
For team members:
Share
Click the dropdown next to the user name
Choose their role
Same process for both internal and external collaborators. Works for customers, vendors, anyone.
New users: They get the default role you set in the settings automatically. Change it anytime.
Examples
Sales CRM
Sales reps - See their leads only
Sales managers - See all leads, reassign ownership
Admin - Full access plus settings
Project portal
Clients - View their project status
Contractors - Update task progress
Project manager - See everything, approve milestones
Content system
Writers - Create and edit drafts
Editors - Review and publish
Readers - View published content only
Quick tips
Start simple. Add roles as you need them.
Test each role before sharing
You can always add or change roles later
External users can have roles too
That's it! What are you going to build next?🚀