Create an Access Role
Updated 8 months ago
by
Maddie Gilbert
Want to give specific coworkers access to specific parts of the software? You can set up a custom role and give access on a feature-level basis.
- Click on the Settings (avatar) icon in the top right and select Access Roles from the dropdown
- Click on the "Create Access Role" button in the top right to create a new access role.
- Enter a name and description for the access role.
- Toggle on the features that you want to be accessible to users who are assigned this access role.
- Save the access role. Now when creating or editing a user, you'll be able to to assign them to this role.
