How to create a new role?

Description
Create a new role when you need a custom set of permissions. This option allows you to precisely define a user’s permissions from scratch.

 

How it works 

  1. Go to Settings > Roles.

  2. Click the + Create Role button.

  3. Enter a name for the role.

  4. Configure the permissions for each item and select the scope (None / Me / Team / Company).

  5. Click Save.

  6. Then assign this role to the users.

Pre-requisites :

  • Permissions requiredSettings > View and Edit Roles 

    This permission is required to create, modify, or delete roles in the application.