Genea

About Global Admin Role

Learn how to create and manage custom roles. Managing roles includes creating, modifying, cloning, and deleting roles.

Creating and managing custom roles in Genea

Learn the benefits of tiered admin roles, and learn how to add sub-admins to your account.

How do I assign a tiered admin role?

Learn how to revoke administrator privileges in order to downgrade the admin to a regular user.

How to Revoke Admin Privileges

How do user statuses (active vs. suspended) affect access and privileges, and how can roles be managed?

Michael Maxsenti

Ankita Chakraborty

Stephen Horning

Roles and Permissions

www.getgenea.com

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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