# Team and permissions

Roles, the None, View, Manage and Configure levels, presets, per-server access and what each level allows on every page.

Source: https://fivedash.fivex.gg/docs/en/dashboard/team-and-permissions

In FiveDash, each person on the team only sees what they need. The owner and admins have access to everything; for members, you choose page by page what they can see and do, on every server or on each server separately. This page explains the roles, the access levels and the ready-made presets, and shows in a table what each level allows on every page.

[Video: how to do it in under 20 seconds](https://fivedash.fivex.gg/docs/videos/team-members-en.mp4)

## Before you start

* To invite members and change their access: **Owner** or **Admin**.
* To change someone's **role** (Member ↔ Admin) or touch admins: the **Owner** only.
* Each plan has a team size limit, counting the owner and pending invites: **Plus** 5, **Pro** 15, **Ultra** unlimited.
* Everything lives in **Settings → Members**.

## Roles

| Role       | What they can do                                                                                                      | Who changes it                                     |
| ---------- | --------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------- |
| **Owner**  | Full access. Handles the plan, changes roles, transfers and deletes the organization.                                 | Nobody. The owner only changes through a transfer. |
| **Admin**  | Sees, manages and configures every page on every server, and also invites members and adds servers. Handles the plan. | The owner only                                     |
| **Member** | Only the pages and servers you choose                                                                                 | Owner and admins (access); the owner only (role)   |

In the members list, each person has an access summary, such as **Full access**, **Full access · manages the team**, **Read-only**, **Support · all servers** or **3 pages · 2 servers**.

## Access levels

Each page has up to four levels. Each level includes what the ones below it already allow.

| Level         | What it means                                                                                                       |
| ------------- | ------------------------------------------------------------------------------------------------------------------- |
| **None**      | The page doesn't show for the person                                                                                |
| **View**      | Looks at the page without changing anything                                                                         |
| **Manage**    | Acts on what's on the page: approve a whitelist, decide a suggestion, undo a punishment, mark an order as delivered |
| **Configure** | Also changes the page's settings and panels                                                                         |

Not every page has all three levels. In the tables below, "—" means the level doesn't exist on that page.

## What each level allows, page by page

### Discord

| Page             | View                                        | Manage                                                  | Configure                                      |
| ---------------- | ------------------------------------------- | ------------------------------------------------------- | ---------------------------------------------- |
| **Overview**     | Numbers and activity from every module      | —                                                       | —                                              |
| **Bot**          | The bot's profile and look                  | —                                                       | Connect, change the token and edit the profile |
| **Verification** | Verification activity                       | —                                                       | Roles, messages and panel                      |
| **Welcome**      | Joins and leaves                            | —                                                       | Messages, role and DM                          |
| **Tickets**      | Tickets, conversations and leaderboard      | Share transcripts                                       | Categories, panel and messages                 |
| **Whitelist**    | Whitelists, interviews and approved players | Approve, refuse and generate codes                      | Questions, modes and panels                    |
| **Connect**      | Panel and status                            | —                                                       | Address, buttons and panel                     |
| **Suggestions**  | Suggestions and discussions                 | Approve and refuse                                      | Channel, votes and messages                    |
| **Moderation**   | Punishment log                              | Unban, lift timeouts and attach evidence                | Commands, roles and messages                   |
| **Summons**      | Summons and numbers                         | Mark attendance, extend deadlines and cancel            | Command, channels, rooms and messages          |
| **Forms**        | Forms and answers                           | Approve and refuse answers                              | Create and edit forms, panels and messages     |
| **Creators**     | Creators, posts and applications            | Approve applications, change levels and remove creators | Levels, roles, channels, form and messages     |
| **Clock-in**     | Who clocks in and what was deleted          | —                                                       | Channel, rules, who's exempt and notices       |
| **Protection**   | Incidents                                   | Undo incidents and pause invites                        | Layers, limits and alerts                      |

### Store

| Page                | View                              | Manage                                   | Configure                                   |
| ------------------- | --------------------------------- | ---------------------------------------- | ------------------------------------------- |
| **Overview**        | Sales, numbers and recent orders  | —                                        | Initial setup and test payment              |
| **Orders**          | Orders, buyers and payments       | Mark as delivered and add notes          | —                                           |
| **Products**        | Products and currencies           | —                                        | Create, edit, reorder and delete            |
| **Categories**      | Catalogue categories              | —                                        | Create, edit, reorder and delete            |
| **Coupons**         | Coupons and sales with coupons    | —                                        | Create, edit and turn off coupons           |
| **Offers**          | Offers and results                | —                                        | Create and edit offers and best sellers     |
| **Customers**       | Customers and what they bought    | Block and add notes                      | —                                           |
| **Credit**          | Balances and movements            | Give and remove credit                   | Cashback rules                              |
| **Affiliates**      | Creators, commissions and payouts | Pay, give bonuses and cancel commissions | Program rules and creators                  |
| **Site**            | The store's site                  | —                                        | Look, address and domain                    |
| **Sales channels**  | Channels and open carts           | —                                        | Discord panel and carts                     |
| **Discord notices** | Notices sent and VIPs expiring    | —                                        | Turn notices on, texts and look             |
| **Payments**        | Providers and charges             | —                                        | Connect providers, keys and payment methods |

### Logs

| Page                  | View                                | Manage                                             | Configure                                            |
| --------------------- | ----------------------------------- | -------------------------------------------------- | ---------------------------------------------------- |
| **All logs**          | Every log, including new ones       | —                                                  | Create logs, configure all of them and see the links |
| **Create logs**       | —                                   | Create new logs and configure the ones they create | —                                                    |
| Each log (one by one) | The entries that arrive in this log | —                                                  | Name, key, webhook link and tests                    |

> Under **Each log** you give access to specific logs. The person's Logs overview shows only those. If they already have **All logs**, you see **“All logs” already covers every one of them; here you can give more on some.**: each log's final level is the higher of the two.

### Rules

| Page        | View                          | Manage | Configure                                       |
| ----------- | ----------------------------- | ------ | ----------------------------------------------- |
| **Pages**   | Read the pages and drafts     | —      | Write, organize and publish                     |
| **Site**    | The site's address and status | —      | Address, name and putting it live               |
| **Discord** | The rules panel on Discord    | —      | Channel, texts, shortcuts and posting the panel |

### CDN

| Page         | View                                     | Manage                                     | Configure                                           |
| ------------ | ---------------------------------------- | ------------------------------------------ | --------------------------------------------------- |
| **Files**    | See files and copy links                 | Upload, rename, move and send to the trash | Also delete forever and empty the trash             |
| **Usage**    | Storage, traffic and most accessed files | —                                          | —                                                   |
| **Settings** | Address, optimization and upload keys    | —                                          | Change optimization and protection, and create keys |

### Server

| Page       | View                        | Manage | Configure |
| ---------- | --------------------------- | ------ | --------- |
| **Server** | Status, console and players | —      | —         |

## Presets

When editing access, you pick a module and start from a preset. Then you can adjust page by page. Applying a preset only changes that module's pages.

### In every module

| Preset          | What it does                                                                                           |
| --------------- | ------------------------------------------------------------------------------------------------------ |
| **No access**   | Sees nothing in this module.                                                                           |
| **Read-only**   | Sees everything, changes nothing (**View** on every page of the module).                               |
| **Full access** | Sees, manages and configures everything (the highest level on each page).                              |
| **Access**      | Sees this module. Shows instead of the two above in modules that only have **View** (like **Server**). |

### Discord

| Preset                                | What it does                                                                   | Pages given                                            |
| ------------------------------------- | ------------------------------------------------------------------------------ | ------------------------------------------------------ |
| **Whitelist and support (read-only)** | Only sees the whitelist and tickets.                                           | **Whitelist**: View · **Tickets**: View                |
| **Whitelist team**                    | Approves and refuses whitelists and generates codes.                           | **Whitelist**: Manage                                  |
| **Support**                           | Follows tickets and shares transcripts.                                        | **Tickets**: Manage                                    |
| **Moderation**                        | Undoes punishments, attaches evidence, follows summons and handles protection. | **Moderation**, **Summons** and **Protection**: Manage |

### Store

| Preset               | What it does                                                          | Pages given                                                                                                      |
| -------------------- | --------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------- |
| **Customer service** | Follows orders and customers, marks deliveries and adjusts balances.  | **Overview**: View · **Orders**: Manage · **Customers**: Manage · **Credit**: Manage · **Discord notices**: View |
| **Catalogue**        | Handles products, categories, coupons and offers.                     | **Overview**: View · **Products**, **Categories**, **Coupons** and **Offers**: Configure                         |
| **Finance**          | Sees sales and payments and pays creators, without touching the keys. | **Overview**: View · **Orders**: View · **Credit**: View · **Affiliates**: Manage · **Payments**: View           |

## Per-server access

Under **Where the access applies**, pick:

| Option          | What it does                                                        |
| --------------- | ------------------------------------------------------------------- |
| **All servers** | The same access on every server, new ones included.                 |
| **Per server**  | Pick the servers and the pages on each one. The others stay hidden. |

In **Per server** mode, the **The organization's servers** list shows each server:

| Action                            | What it does                                                                   |
| --------------------------------- | ------------------------------------------------------------------------------ |
| **Give access**                   | Gives the person the server and opens its editor (**Editing**)                 |
| **Remove**                        | Removes access to that server. It then shows **No access · hidden from them**. |
| **Use …'s access on all of them** | Copies one server's access to every other server given                         |

## Change a member's access

### Open Members

Go to **Settings → Members** and click the person (**Manage …**).

### Pick the role

Only the owner sees this choice: **Member** (only the pages and servers you choose) or **Admin** (full access, and also manages the team and the servers).

### Pick where it applies

Under **Where the access applies**, pick **All servers** or **Per server**.

### Adjust the modules

Under **Modules**, pick a module, apply a preset and adjust each page's level.

### Save

Click **Save access**. If no page is given, you see **Give the person at least one page.**

## Remove someone from the organization

In **Settings → Members**, open the person, click **Remove from organization** and then **Confirm removal**. They lose access right away. Pending transfers to that person are canceled.

## Rules and messages

| Message                                           | When it shows                                     |
| ------------------------------------------------- | ------------------------------------------------- |
| **Only owners and admins can manage members.**    | A member tried to change someone's access         |
| **You can't change your own access.**             | Nobody changes their own access                   |
| **The organization's owner can't be changed.**    | The owner always has full access                  |
| **Only the owner can change admins.**             | An admin tried to change another admin            |
| **Only the owner can change roles.**              | An admin tried to make someone an admin or member |
| **That person is no longer in the organization.** | The person already left or was removed            |

## FAQ

**What access does a new invite start with?** **Read-only** on all servers. Change it in **Manage permissions** before sending, or later with **Edit access**.

**Can I give access to only some logs?** Yes. In the Logs module, use **Each log** and give only the logs the person needs to see.

**Does a member see modules outside the plan?** They see the module with a lock but can't use it. Only the owner and admins change the plan.

## Next steps

[Invites and ownership](https://fivedash.fivex.gg/docs/en/dashboard/invites-and-ownership)

Invite, accept and transfer.

[Navigation](https://fivedash.fivex.gg/docs/en/dashboard/navigation)

Where each page lives.

[Glossary](https://fivedash.fivex.gg/docs/en/getting-started/glossary)

Role, level and preset.

[Plans and billing](https://fivedash.fivex.gg/docs/en/getting-started/plans-and-billing)

Team size limit per tier.
