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Introducing Roles, and How They Work
Introducing Roles, and How They Work

Introducing Roles, the easiest way to create specific user permissions for your team and set them up for success.

Ian Anzlowar avatar
Written by Ian Anzlowar
Updated over a week ago

These are the basic roles you are familiar with.

However, you now have the ability to create new roles for any user you have on the account.


Adding New Roles:

With the ability to add new custom roles, you will have the ability to create specific, unique permissions for any user on the account.

You can manage the budget limitations, the templates allowed, and the system permissions for each, individual role. Then assign each user their own specific role to create the perfect gifting team.

Editing an Existing Role

Editing an existing role is simple, and it allows you to update the permissions for a specific user whenever someone's responsibilities change!

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