Roles allow you to control the level of access and permissions for different users within your organization. This article will guide you through the steps of creating a new role and assigning it to a user.
Step 1: Accessing the Users Tab
To begin, log into your Dashboard and select the Users tab from the navigation menu.
Step 2: Click on +Manage Roles
From the top right corner of the Users page, click on the +Manage Roles button.
Step 3: Select +Add Role
Next, click on the +Add Role button to start creating a new role.
Step 4: Create a Title and Description
Enter a title and description for your new role. This will help you easily identify and differentiate between roles in the future.
Step 5: Select Specific Permissions
You can choose to copy the specific permissions of an existing role from the drop-down menu, or manually select the permissions for each section. The sections include:
Step 6: Save Your Changes
Once you have selected the desired permissions for your new role, click on the Save button to save your changes.
📝 Don't forget to assign your new role to the specific user.
For more information on managing roles, check out our help center article here.