Creating Custom Roles
Learn how to create and customize Custom Roles
Steps
- Navigate to Settings > User Management in your left navigation pane.
- Select the Roles tab and click on Create Custom Role button.

- Add the Basic Information for this custom role like Name (mandatory) and Description.

- You can clone the permissions of an existing role by toggling the Clone Permission button.

- You can also select the specific permissions you want to assign to this custom role.

- Click on Add Role button.
You have successfully created a Custom Role for your organization.
Updated 4 months ago