Create, edit, or deactivate a role

Overview

A role encapsulates a set of permissions. You can assign one or more users to a role, and each user can be assigned one or more roles.

Prerequisites

You must be assigned the permission to edit roles.

Create a role

1. In the Dashboard, navigate to Team > Roles.
2. On the Roles page, click + Create role in the upper corner.
3. Select the permissions you want this role to have 
   • See this article for more information on available permissions.
4. Click Save.

Edit a role

1. In the Dashboard, navigate to Team > Roles.
2. On the Roles page, select the role.
3. Select the permissions you want this role to have. 
   • See this article for more information on available permissions.
4. Click Save.

Deactivate a role

1. In the Dashboard, navigate to Team > Roles.
2. On the Roles page, select the role.
3. In the upper corner, click Deactivate.