Creating Custom Roles

How to Create and Customize Custom User Roles?

1. Navigate to Settings > User Management in your left navigation pane.
2. Select the Roles tab and click on the Create Custom Role button.
3. Add the Basic Information for this custom role like Name (mandatory) and Description.
4. You can clone the permissions of an existing role by toggling the Clone Permission button.
5. You can also select the specific permissions you want to assign to this custom role.
6. Click on the Add Role button.

You have successfully created a Custom Role for your organization.