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.

  1. Click on the Settings (avatar) icon in the top right and select Access Roles from the dropdown
  2. Click on the "Create Access Role" button in the top right to create a new access role.
  3. Enter a name and description for the access role.
  4. Toggle on the features that you want to be accessible to users who are assigned this access role.
  5. Save the access role. Now when creating or editing a user, you'll be able to to assign them to this role.

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