Cut0 allows you to organize role configurations in a way that reflects your internal processes. You can adjust or remove roles as your team evolves, making it easier to coordinate work across members while keeping access structured and aligned with responsibilities.
Before you begin, make sure that:
- you are the account owner – managing team members is a responsibility reserved for the account owner, who has exclusive rights to configure account settings.
- you have a paid subscription plan – the ability to add team members and assign roles is limited to paid subscriptions. Free tiers exclude these options, as they are tailored for solo use rather than teamwork.
Role creation
With custom roles, you can tailor access rights based on the duties of your team members. An Admin role, for instance, can include unrestricted permissions, whereas other roles may only allow actions such as viewing or editing selected links.
To add a new role:
- Sign in to your Cut0 account.
- Go to the My company section and choose Manage roles.
- On the opened page, click Create new role.
- Enter the role name in the displayed window and assign the permissions according to the table below.
The table provides a clear overview of access categories and the actions linked to each.
- Actions:
- Create: Shows whether the role is allowed to create new items, such as links, collections, or tags, within the selected access area. Toggle switches let you enable or disable this permission for each feature.
- View: Indicates whether the role can access and view items or data in the specified area. The toggles control the ability to see links, analytics, payment information, and other details.
- Edit: Defines whether the role can modify existing items in the access area. Toggle switches allow turning editing rights on or off for each feature.
- Delete: Specifies if the role can remove items from the system within the selected access area. Toggles manage the ability to delete links, collections, tags, or other elements.
- Access categories:
- Links
- Links (self): Allows the user to manage links they have personally created.
- Links (one’s team): Grants the ability to manage links created by team members.
- Links (entire company): Provides permissions to manage links created throughout the organization.
- Analytics
- Analytics (self): Permits viewing performance metrics for the user’s own links.
- Analytics (one’s team): Gives access to analytics data for links created by the team.
- Analytics (entire company): Enables viewing analytics for all links across the company, including overall performance reports.
- Activity history
- History of actions (self): Allows the user to see their own action history, such as link edits or other activities.
- History of actions (one’s team): Grants visibility into the actions performed by team members.
- History of actions (entire company): Provides access to all users’ activity history across the company.
- Collections
- Collections (self): Enables creating, editing, viewing, or deleting collections owned by the user.
- Collections (one’s team): Allows managing collections created by team members.
- Collections (entire company): Grants permissions to manage all collections within the company.
- Tags
- Tags (self): Allows the user to create, edit, or delete tags associated with their own links.
- Tags (one’s team): Provides the ability to manage tags for links created by team members.
- Tags (entire company): Enables managing tags across all company links.
- Billing and subscriptions
- Payments: Grants access to payment data and transactions, including viewing and managing payment details.
- Subscription overview: Permits viewing or managing subscription information, including plans and usage limits.
- After completing the setup, click Save to create the new role. For this example, we will set up a Marketing manager role with permissions covering both their own data and that of their team.
The new role is complete and available in the account. You can now assign it to the relevant user(s).
Role editing
As teams expand and business requirements develop, editing existing roles allows for seamless adjustments. By changing permissions, you can respond to new tasks or workflow updates without starting from scratch. This approach ensures that roles remain aligned with company objectives and day-to-day processes.
To change/update the role:
- Sign in to your Cut0 account.
- Go to My company section and choose Manage roles.
- From the Manage roles screen, locate the desired role and choose the Edit option.
- In the pop-up window, adjust the permission settings using the toggle switches. For this example, we’ll extend the Marketing manager’s access to include viewing all company links and analytics.
- End by clicking Save to store the updated permissions.
By updating roles this way, you gain real-time adaptability, with the ability to modify permissions whenever a company needs to shift. This ensures your setup always reflects current responsibilities and goals.
Role deletion
When a role becomes unnecessary, it can be removed to keep your team management system organized and free of clutter. This prevents unnecessary complexity, maintains clarity in the team hierarchy, and ensures only essential roles with proper permissions are retained.
Important: Roles assigned to users cannot be deleted. To delete a role, unassign it from every team member beforehand.
To remove a role:
- Sign in to your Cut0 account.
- Go to My company section and click Manage roles.
- From the Manage roles screen, select the Delete button for the desired role.
- Then, confirm your choice in the pop-up to remove the role by clicking the Delete button.
When a role is deleted, it is completely removed from the system and will no longer appear in the list of available roles.