Roles and Permissions in Tabs
Last updated: January 30, 2025
Background
You can assign specific roles to your colleagues in order to control what actions they can take in Tabs.
Each role is assigned to a set of permissions and new functionality that is added to Tabs is assigned specific roles that can access it.
As a reminder, Tabs comes with unlimited seats so you can provision access to anyone in your team as needed.
Roles and Permissions
Admin
Can change anything in the App
Can add additional users and change their permissions
Editor
Can change anything in the App
Viewer
Can see all information in Tabs but cannot make any changes
Auditor
Can see all information in Tabs except for internal notes
Steps to set up roles and permissions
Log in as an admin user and visit https://app.tabsplatform.com/merchant/settings/permissions
Choose
+ Add Userto create a new userTo change a user's permissions or adjust who the admin is on your account, please contact your Customer Support Manager or email support@tabsplatform.com