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Paldo BOS

Manage users & roles

Goal: Add your team to Paldo BOS and control what each person can see and do.

Add a user

Section titled “Add a user”

In the sidebar, open Users and select User, then + Add User. Enter their email and name and save — they can then set a password and sign in.

Control what they can do — roles

Section titled “Control what they can do — roles”

Access is controlled by roles — bundles of permissions that match the modules in your plan. Give a salesperson the selling roles, an accountant the accounting roles. Assign roles on the User screen.

Good habits

Section titled “Good habits”
  • Give people only the access they need.
  • Use a real email per person, not a shared login.
  • Disable a user (uncheck Enabled) when someone leaves, rather than deleting them.

You’re done when…

Section titled “You’re done when…”

Each team member signs in and sees exactly the parts their job needs.

Section titled “Related”