Creating a new role
- Navigate to the “Settings” tab on the side navigation pane and select “Preferences”.
- On the preferences page, click on ”Roles and Permissions”.
- On the roles and permissions page, click on the “New Role“ button on the top-right corner of the page.
- This will pop up a modal with a form.
- On the form, you can name your role and give it a description.
- After this, you can attach all the permissions that you want the role to have.
Watch this video to learn how to assign roles and permissions to your team members