User, Roles and Permissions
Learn how to invite users, assign roles, and control what each employee can see and do in Xenia
Collections
- Location Membership
Answer every "why can't my user see X" question without a call
- Custom Roles
"Custom Roles" in Xenia allows users to define and assign specific permissions tailored to unique needs, ensuring flexible and precise access control.
- Roles
Roles in Xenia are permission-based configurations that control what actions a user can take and are used to assign work to users across multiple locations.
- Key Concepts (read these first)
Answer every "why can't my user see X" question without a call
- Folder-Level Access Controls
Give each folder its own access rules — no more all-or-nothing sharing.
- Common Scenarios (Role-based Homepage Layout Options)
Role-based homepage layouts tailored to common user scenarios for a more personalized and efficient experience.
- Template-Level Access Controls
Restricts which users can view or render specific templates based on their roles or permissions.