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
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Go to Settings > Roles.
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Click the + Create Role button.
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Enter a name for the role.
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Configure the permissions for each item and select the scope (None / Me / Team / Company).
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Click Save.
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Then assign this role to the users.
Pre-requisites :
- Permissions required: Settings > View and Edit Roles
This permission is required to create, modify, or delete roles in the application.