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
- In the Dashboard, navigate to Team > Roles.
- On the Roles page, click + Create role in the upper corner.
- Select the permissions you want this role to have
- See this article for more information on available permissions.
- Click Save.
Edit a role
- In the Dashboard, navigate to Team > Roles.
- On the Roles page, select the role.
- Select the permissions you want this role to have.
- See this article for more information on available permissions.
- Click Save.
Deactivate a role
- In the Dashboard, navigate to Team > Roles.
- On the Roles page, select the role.
- In the upper corner, click Deactivate.