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Roles and Permissions
How to create a new role for my team members
How to create a new role for my team members
Updated over a week ago

By default, there are three basic roles with preset permissions. It’s not possible to edit the permissions of the default roles. These roles are the Admin, Credit Specialist, and Sales Representative. To assign a different set of permissions, add a new role, give it a name (like "Customer Service" or "Account Manager"), and assign the permissions as needed.

In this article, you will learn about:

To start, make sure you have the following:

How can I create a new role for my team members?

  1. Click on + Add New Role

    New_ANR_001.png



  2. Type in the role’s name


  3. Click on Add

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