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Roles Management

ALI Remote avatar
Written by ALI Remote
Updated this week

The Roles section allows you to define which iPhones your team members can access but they're not mandatory as you can share Custom iPhones access within the Team Dashboard Section

Roles are designed to help you scale cleanly, especially when working with multiple VAs, teams, or departments. Instead of managing permissions user by user, you assign a role once and apply it across your agency.

What Is a Role?

A Role is a pre-defined iPhones set that controls which iPhones your team members can access.

Once created, a role can be assigned to one or multiple users.

What You Can Do From the Roles Page

From the Roles management page, you can:

  1. Create new roles

  2. Edit existing roles

  3. Delete roles

  4. Assign roles to users

  5. Assign iPhones to roles

Any change made to a role applies instantly to all users assigned to it.

Creating a New Role

To create a role:

  1. Go to Roles in your ALI dashboard

  2. Click Create role

  3. Enter a role name (e.g. “IG VA”, “Threads Team”, “Manager”)

  4. Configure permissions

  5. Assign iPhones to the role

  6. Save

The role is now available to be assigned to users.

Assigning a Role to Users

Once a role is created, you can assign it to users by:

  1. Opening the role

  2. Selecting the users who should have it

  3. Saving

Users immediately inherit the permissions and iPhone access defined by that role.

Assigning iPhones to a Role

Roles can be linked directly to iPhones.

When you assign iPhones to a role:

  • Every user with that role gains access to those iPhones

  • Access to the iPhones is removed automatically if the role is removed

This is the recommended way to manage iPhone access at scale.

Deleting a Role

To delete a role:

  1. Open the role

  2. Click Remove

  3. Confirm

Users assigned to that role will lose the permissions and iPhone access associated with it.

Best Practices for Using Roles

  • Use roles instead of custom access whenever possible

  • Create roles based on tasks, not people

  • Assign iPhones at the role level for consistency

  • Keep roles simple and clearly named

Roles are the foundation for clean access control, security and scalability inside your ALI Agency.

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