🧭 Navigating Roles and Permissions

This guide walks through how to use the Roles tab in Members and Roles: list roles, create new roles, attach permissions, and edit role details.

To manage roles and permissions from the dashboard, your account must include the truora.roles permission — request it during onboarding or from your Support team if you need it.

For how permissions, roles, and members relate in Truora — including default roles and Master Client Permissions — see Understanding Account Access and Permissions.

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📂 Open Members and Roles

1. Go to Truora Dashboard and sign in.
2. If you have multiple accounts, select the account you want.
3. In the sidebar, open Members and Roles.

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📋 Roles tab — list roles

Select the Roles tab at the top. Truora lists every role defined for that account.

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➕ Create a new role

Choose Add role. You can configure:

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⚙️ View or edit an existing role

Select a role in the list by clicking the name of the role. You can adjust its permissions, name, description, and copy from existing role, as needed.

Remember: Each user has exactly one role assigned. One role can be assigned to many users.

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📋 Available Permissions Reference

Below is a reference list of grant-style Truora permission strings (action and product-access permissions). Permissions that serve only as deny masks on specific fields in API outputs are not listed here — your Support team sets those when needed.

Actual permissions vary by contract: only strings present in your Master Client Permissions list can be assigned to roles.

Digital Identity — flows

Digital Identity — processes and DI resources

Digital Identity — WhatsApp (flows, outbound, lines)

Validations — core APIs and labeling

Validations — product and country bundles

Background checks

History reports (API product)

Connect — WhatsApp

Connect — engagement

Account Management

Client Media

Forms

Other permissions