How to create role

Creating custom roles within your workspace allows you to define specific permissions for users. Before you start, you might want to review our Roles and permissions documentation to understand the different roles you can assign to users.

Steps to create role

1. Go to Settings. Navigate to the Settings section of your workspace.

2. Roles section. Click on the Roles link to manage your workspace roles.

3. Create role. Click the Create role button, enter role name, check the necessary permissions for this role and click the Save button.

4. Role created. The table of roles will open, and the new role will be displayed.

Managing roles

You can also remove or update roles at any time.