Depending on what you seek to achieve, you can create new categories of user roles with different or similar sets of permissions. Each role has a definite number of rights it can exercise, types of data it can access, features it can use, among other capabilities defined by the administrator.

Creating a new user role

To set up a new user role:

  1. Tap the account avatar logo and click Manage your organization


  2. Tap Roles and permissions on the left-handed menu


  3. Click New Roles, then enter a new role name


  4. Define permissions (or rights) exercisable by users designated with the role


  5. Click Create



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