Users & Roles secure every workflow with flexible RBAC.

Invite teammates, create roles and control access across every module with a clear, permission-based model so the right people can do the right work.

Users & Roles gives you a centralized RBAC system for managing who can access what inside Channlworks. Invite users, assign roles and define granular permissions down to module and action level. Group and copy roles, audit with a permissions matrix and keep critical roles protected for safe-by-default governance.

Users & Roles

RBAC control center

All users in one view

Search and filter by status.

Active

Filter

Inactive

Filter

Pending invite

Filter

Rejected

Filter

Domain-aware guardrails

Optional rules prevent invites outside approved domains for safer onboarding.

Onboarding & role creation in one flow

Invite users, map them to roles and reuse standardized role groups—keeping onboarding fast while governance stays intact.

Fast, controlled onboarding

Assign roles at invite-time, including bulk imports for scaling onboarding with domain-aware guardrails.

Bulk invite

Upload CSV or paste emails; map to roles instantly.

Invite guardrails

Domain checks reduce accidental invites.

Status filters + approvals

Search, filter and approve invites before they go live.

ActiveInactivePending inviteRejected

Role creation, grouping and reuse

Create custom roles, organize them into groups and copy roles to standardize variants.

Sales Ops

2 roles

Sales AdminSales Viewer

Marketing

2 roles

MKT AdminMKT Viewer

Alliances

2 roles

Alliance AdminAlliance Analyst

Guest / External

1 roles

Guest Viewer

Copy & adjust roles

Clone an admin role to create a viewer variant without rebuilding permissions.

Granular permissions matrix

Manage permissions across modules, sub-modules and CRUD actions. Not-applicable states are explicit so teams don’t guess what’s supported.

Module	Sub-module	Read	Create	Update	Delete
Storage System	Folders & Files	Allowed	Allowed	Allowed	N/A
CRM Integrations	Sync & Logs	Allowed	N/A	Allowed	N/A
Programs & Compliance	Programs	Allowed	Allowed	Allowed	Allowed
Partner Profiles	Profiles & Notes	Allowed	Allowed	Allowed	N/A

Safe-by-default admin protections

Critical roles (admin/guest-style) are protected from unsafe edits. Permission changes require admin privileges.

Admin-only edits

Guard critical roles and sensitive permissions.

Audit-friendly

Clear matrix for approvals and reviews.

Permissions across every module

Control module-level and action-level access (read/create/update/delete) so teams operate with confidence.

Storage System

Role-based CRUD permissions enforced.

CRM Integrations

Role-based CRUD permissions enforced.

Programs & Compliance

Role-based CRUD permissions enforced.

Partner Engagement

Role-based CRUD permissions enforced.