Roles

Roles can be customized to grant specific permissions and access to each member as needed. You have the flexibility to create role templates that can be applied to multiple users. For instance, you can create a "Sales Role" that is specifically designed for sales team members. Along with these role templates, you can further customize the permissions for each individual member to fine-tune their access.

1. Click on "Team Management"

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2. Click on "Roles"

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3. You can edit this predefine roles

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4. Create a "New Role"

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5. Add a name to the new role and click continue

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6. Add "Permissions" to the new role

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7. Save the new role

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