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How do I create new user roles?

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Written by Vítor Coelho

If you want to limit what features certain users can access within the application based on what role they have within your organization, go through the following steps:

Step 1: In the main menu, on the left side, select "Settings".

Step 2: Click on the option that says "Role Levels". This will take you to the Role Levels center.

Step 3: Click on the "Add role level" button. This will open a pop up where you can create a role level and define which features that role has access to.

Step 4: Press the "Save role level" button after configuring the permissions for this role, you can now assign users to this role.


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