How to create Custom Roles

Umar Ahmedtijani
Umar Ahmedtijani

 

To create a custom role, log into the dashboard and navigate to the settings page:

 

Next, navigate to the "Team" section and switch to the "Roles" tab. On the roles tab click 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 your new role and once this is done, hit the continue 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:

 

 

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