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Creating Roles

Role-based access control can only be configured by Admins.
Visit the Settings page and look for Roles to set up new custom roles.
  1. Create a new role and select the permissions you wish to grant to that role.
  2. For data like Issues, you can create roles that have access to a subset of this data. Use the filters under Issues to designate which set of Issues that role will have permissions to view. For example, create a Security role that is only able to view email issues to your security email.
  3. Save the role.

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Default Roles

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Member Role

Members have access to most features of the platform. Typically anyone that needs edit access within Pylon should be granted the Member role.

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Admin Role

Admins have additional capabilities beyond those of regular members. These include:
  • Access to workspace-level settings
  • Access to security settings
  • Access to billing settings
  • Ability to install and uninstall apps
  • Ability to delete issues and accounts
  • Access to powerful developer features like creating API tokens
  • Permission to invite other users as admins

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User Management

On the Users page, apply roles to existing users or invite new users to Pylon with your new role. You can:
  • Select a role from the dropdown for an individual employee
  • Bulk select invited users and change their role
  • Hit “Invite User” to invite a new user to Pylon with a particular role
From the Users page, you can also bulk add an employee to linked Slack channels, which is a particularly useful feature for new members joining your team!