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.
Next, navigate to the "Team" section under the "Business" tab.
Then, click on the "Roles" tab, an then on the "Add Custom role" button.
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.
Next, a list of permissions is displayed for you to choose from. Select which permissions you'd like to give to your new role, and once this is done, hit the "Create Role" button to proceed.
Finally, your newly created role will be displayed in the "Custom Roles" section and can be selected when inviting a new team member:
How to create Custom Roles
Create custom roles for role-based access control, tailored to your team's needs

Written by Ogenna Ogbogu
Updated over a week ago