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Managing custom roles

Customer Success Team
  • Updated

Managing custom roles in an organization is crucial for maintaining security and access control. Custom roles allow you to define specific permissions for different users or groups, ensuring that they have the appropriate level of access to resources and data. In this guide, we will walk you through the steps to effectively manage custom roles:

 

Step 1

To access the "Role and Permission" settings, first, navigate to the "Account Setup" tab. Then, click on "Change Access" in the Action List.

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Step 2

Select the desired role, and then click on "Assign."

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Step 3

After assigning the role, the new roles will be saved automatically.

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