Limit the access of a Yapla user

As an administrator or manager of a Yapla account, you can manage the access to the Yapla platform of your collaborators. This article shows you how to create roles for your users: you can define what actions and data each one can take and view. 

To learn how to add a user to your management platform, read this article. 

Why create roles?

Creating roles allows you to control the actions taken and the information available to each user on the platform. This allows a higher level of privacy and security. 

Create a role 

To create a role, choose the Users and licenses tile in your account's Settings.


From this interface, click the Roles tab. 


In the role definition interface, you'll find the list of native roles, which are the default roles defined by Yapla. You can't change them, but you can rename them for clarity.

To create your own role, click Add a role.


Start by giving your custom role a name.
Then use the buttons to activate the available applications and specific functions available to the user.
Save and the role is set up. Then you simply associate the role to a user.

Associate a role to a user

Once the role is configured, you can associate it to a user. To do so, return to the list of users by clicking on User Management.
Select the user whose role you want to change.
Then click on the Roles tab. Select the role of your choice and save.

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