How to Create a New Role

Custom roles allow you to fine-tune access permissions to match your organization's unique structure and security requirements.

What are Roles and Permissions?

Roles are predefined sets of permissions that control what actions users can take within the system. Creating custom roles helps you maintain precise access management.

Step-by-Step Process to Create a Role

1. Click on the account name at the top right of the screen

2. Select "Users and Roles"

3. Go to "Roles and Permissions"

4. Click "Add New Role"

5. Enter a name for the role

6. Add a description to clarify the role's purpose

Step-by-Step Process to Configuring Role Permissions

1. Go to "Roles and Permissions"

2. Click on the name of the newly created role

3. Click "Change Permissions"

4. Choose the specific permissions for that role

5. Click "Save"