Create, edit or assign a role
Build a role from the permission list, change it later, and give it to your staff.
Table of Contents
Create
On Team, Roles, click New role, enter a Role name and Description, tick the permissions, and click Save.
Edit
Click the role, change what you need, and click Save. Everyone with the role is updated.
Assign
Open the person, go to Role & locations, pick the Role and click Save changes.
Up next
Next, read Control access to the End of Day report.