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How to manage roles and permissions?

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

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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