Creating a new role
Click on the dropdown arrow in the top-left corner
Go to Roles & Permissions
Click + Create Role
Fill out the required fields:
Role title
Role Description (optional)
Access Level (can choose from the existing list or create new access)
Click Create Role
Editing an existing role
Click on the dropdown arrow in the top-left corner
Go to Roles & Permissions
Search for and select the role
Click Edit Role
After making any changes, click Update Role
Creating a new access level
Click on the dropdown arrow in the top-left corner
Go to Roles & Permissions
Click + Create Access Level
Fill out the required fields:
Access Level Title
Description (optional)
Permissions. Choose which sections the level will have access to view and/or edit
Click Create Access Level
Once the new access level is created, you can update existing roles with the new access level or create new roles and assign the new access level.
For questions about creating roles and access levels:
Reach out to your Customer Success Manager
Or email: [email protected]