User Management

This guide explains how to manage users, roles, and access within your Transpond account. Setting this up correctly helps your team work efficiently while ensuring the right people have the right level of access.

Roles and permissions

Roles define what each user can access within Transpond.

Assigning the right role helps prevent accidental changes and ensures users only see what they need.

Default roles

Transpond includes two built-in roles:

• Staff: Access to most features, but cannot manage company settings (such as staff, billing, or roles)
• Admin: Full access to all features and settings

How to create a new Role

If you need more control, you can create custom roles:

1. Click your profile picture in the top menu bar > Account Settings
2. Go to the Roles tab
3. Click Add a Role
4. Enter a name and click Continue
5. Choose permissions for each area:
   • Write: View and make changes
   • Read: View only
   • None: No access
6. Changes are saved automatically

How to change an existing Role

1. Click your profile picture in the top menu bar > Account Settings
2. Go to the Roles tab
3. Click View/Edit on the role
4. Make your changes (saved automatically)

How to add a Staff Member

1. Click your profile picture in the top menu bar > Account Settings
2. Go to the Staff tab
3. Click Add a Staff Member
4. Enter their email address and select a role
5. Click Continue

An invitation will be sent to the user. They’ll need to accept it before they can access your account.

How to remove a Staff Member

1. Click your profile picture in the top menu bar > Account Settings
2. Go to the Staff tab
3. Click the trash can icon on the user you want to remove
4. Click Delete Staff to confirm