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How to assign roles and permissions?

Ensure that team members have the appropriate roles and permissions for their responsibilities and access needs.

Samir Rashed avatar
Written by Samir Rashed
Updated over 2 months ago

Navigate to Roles Section in "Team Management" section in Settings

  • Create a New Role

    Click the "Add New Role" or "Create Role" button to start creating a new role.

  • Enter Role Details Provide a name and description for the new role.

  • Assign Permissions Select the permissions that the new role should have. Check the boxes for the desired permissions, such as viewing, creating, or modifying items in various categories.

  • Save Role Click "Save" or "Confirm" to create the new role with the specified permissions.

  • Review and Confirm Verify the new role and its permissions to ensure they are correct.

  • Edit & Delete: You can easily edit or delete Roles and permissions details to keep your team roles updated.

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