Customizing user roles and restricting access is an essential aspect of managing your business effectively. By tailoring user roles, you ensure that every team member has the exact level of access required for their responsibilities within Spraye, preventing unauthorized access to sensitive or confidential data.


Important Note: Advanced User Management restricts entire pages or module sections. It cannot restrict specific components within a page or individual features. The dashboard is not a page that can be restricted currently. 


Setting Up Custom Roles and Permissions


Follow these steps to create custom user roles, apply feature restrictions, and assign team members to those roles.


Step 1: Create a New User Role

  1. Click on Manage Users and select Permissions from the dropdown menu.
  2. Click the Add New Role button.
  3. Type in the name of the role (e.g., Customer Service).


Step 2: Add Exclusions to User Roles

  1. In the Add Exclusions To User Roles section, choose your desired exclusion category from the dropdown menu.
  2. Select the specific user role name from the box on the left.
  3. Click the > arrow to move the role into the box on the right.
  4. Click Save.

Note: Save exclusion rules one at a time, and double-check that each permission restriction is saved properly before moving to the next step.


Step 3: Update User Account Settings

  1. Navigate back to the Manage Users page.
  2. Click the user’s name to open the Update User screen.
  3. Ensure the user's account status is set to Active.
  4. Set their role type to Custom.
  5. Click Submit.


Step 4: Assign Users to Roles

  1. Return to the Permissions screen.
  2. Scroll down to the Users to Roles section.
  3. Choose the target role name from the dropdown menu (e.g., Customer Service).
  4. Select the user’s name from the list on the left and click the > arrow to move them to the box on the right.
  5. Click Save.


Need Support?

If your users experience any access issues, please reach out to customer support:

  • In-App: Click the Help button in the lower left corner of your screen while logged into Spraye.
  • Email: Send an email directly to support@spraye.io.