How to create Custom Roles

Create custom roles for role-based access control, tailored to your team's needs

Tinuola Oyepitan avatar
Written by Tinuola Oyepitan
Updated over a week ago
  1. To create a custom role, log into the dashboard and navigate to the "Settings" page under the "More" Tab or search for "Settings" in the search bar.

  2. Next, navigate to the "Team" section under the "Business" tab.

  3. Then, click on the "Roles" tab, an then on the "Add Custom role" button.

  4. Once this is clicked, a popup is shown where you can enter the name of your custom role and a helpful description of the role.

  5. Next, a list of permissions is displayed for you to choose from. Select which permissions you'd like to give your new role and once this is done, hit the "Create Role" button to proceed.

  6. Finally, your newly created role will be displayed in the "Custom Roles" section and can be selected when inviting a new team member:

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