User roles are crucial for assigning specific permissions and access levels to individuals in an organization. Creating new roles is simple and allows you to customize the level of access and capabilities for each user.
Creating a new user role
To set up a new user role:
Click on your account avatar logo and select "Manage your organization."
Select "Roles and Permissions" from the menu on the left.
Click "New Role" and enter a name for the role.
Define the permissions that users with this role will have.
Click "Create."
Assigning a user role
1. Click on your account avatar logo and select "Manage your organization."
2. Select "Users" from the menu on the left and click the "New User" button.
3. Select the user's email and the role you want to assign them.
4. Click "Invite Member" to apply the new role to the new user.
To change the role of an existing user, locate the row for the user and click the "Edit" icon on the far right. Then, choose the desired role from the dropdown list and click "Update" to save your changes.
With these simple steps, you can create and assign user roles to streamline your organization's access levels and permissions.