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In the Roles tab you can create, edit, or deactivate roles based on your organization’s needs.
This feature is only available for Enterprise plans.

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Default roles

Every company created on the platform includes default roles, designed to simplify initial setup and platform usage. These roles:
  • Cannot be edited.
  • Are configured with standard permissions for different user types.

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Create a new role

To create a custom role:
1

Role name

Enter the role name.
2

Select modules

Select the modules the role will have access to.
3

Configure permissions

Configure specific permissions within each module.Each module can include permissions such as:
  • View
  • Create
  • Edit
  • Delete
You can configure these permissions based on the level of access each user needs.
4

Save

Once all permissions are defined, the Save button will be enabled to complete role creation.

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Edit or deactivate roles

  • Roles created within the company can be edited or deactivated if they are no longer needed.
  • When a role is deactivated, it will no longer be available for assignment to new users.
  • Users currently assigned that role will lose the associated access.
When deactivating a role, assigned users will immediately lose the associated access. If needed, the role can be reactivated at any time.