Roles and access
How do I create a role with the right permissions?
The company owner or a colleague with full company access can create and edit roles.
What to do
- Open Settings → Roles and select Create role, or use the pencil beside an existing role.
- Enter a clear name and select the actions this role needs. Review the reading permissions included with those actions.
- Enable availability for invitations if colleagues should be invited with this role, then save.
- Open Users and assign the role to the intended colleague.
Editing a role affects its existing members. To remove a role, first reassign its members; a role that is still assigned cannot be deleted.