Creating a new role

  1. Navigate to the “Settings” tab on the side navigation pane and select “Preferences”.
  2. On the preferences page, click on ”Roles and Permissions”.
  3. On the roles and permissions page, click on the “New Role“ button on the top-right corner of the page.
  4. This will pop up a modal with a form.
  5. On the form, you can name your role and give it a description.
  6. 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