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Documentation Index

Fetch the complete documentation index at: https://help.maestra.io/llms.txt

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Built-in groups (Marketers, Analysts, Owners, etc.) cover most teams, but if you need a different bundle of permissions — say, “Email Specialist” who can build and send emails but not touch SMS — create a custom permission group.

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Create a permission group

  1. Go to Settings → Security → Permission groups settings.
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  1. Click Create.
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  1. Fill in the fields:
  • Name — what shows up in the group list.
  • System name — used when you assign this group via bulk staff import.
  • Description — what role this group is for.
  • Permissions — pick the permissions the group grants.
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  1. Click Add.
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