How do I create a custom role?

If you are on the Pro or Enterprise subscription plan, you can create custom roles for your users.

Here's how:

  1. Click the Team Settings link under the menu in the top-right corner of the app
  2. Locate the Manage button and click on Manage Roles
  3. Click the + Create Custom Role button at the top to launch the role editing dialog. Screen_Shot_2022-05-31_at_10.08.31_AM.png
  4. Specify the Role Name.
  5. Specify the Scope of Permissions from available scopes. You can choose amongst Organization, Department, Team or Individual scopes.
  6. Choose from available permissions for the role.

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For more details on permissions and scope, view the What are the differences in user permissions and how do I change roles? article.

Once you've chosen appropriate permissions, click on Update.

Once you are done with editing, this role is ready to assign to users.

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