How do custom roles work?

Modified on Thu, 21 Nov, 2024 at 8:05 AM

Custom roles allow you to create and define roles with specific permissions depending on what your business needs require. Custom roles can give you the flexibility you need so you wouldn’t need to rely on the default roles.

Here's how custom roles work:

Creation: As an administrator or account owner, you can access the role management section by clicking the “Manage Roles” button on the user management page. From there, you can click on the Create button below the list of default roles already displayed to create a new custom role.

Permissions Assignment: When creating a custom role, you have control over the permissions you want to assign to that role. Permissions can include actions such as viewing specific sections of the platform, accessing certain features, modifying settings, or performing administrative tasks. You can select the desired permissions from a list of available options.

Role Assignment: Once you have created a custom role, the role becomes visible to the list of roles available when inviting a new team member to your business account. When assigned to a team member, the user has access to those permissions and access defined within the custom role.

Role Management: As an administrator, you can modify or update custom roles at any time. You can adjust permissions, add or remove features, and refine access levels as needed by clicking on the pen icon beside the custom role.

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