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Custom roles - access to departments created within the account

Last updated: 2024-02-29

The ability to create custom roles in the system allows you to decide on the privileges you want to assign to individual users. You can create a role that will have access to selected system options, including those within departments created within your account. Below, we present how to create a new role and grant it administrator privileges, allowing the user to create, edit, and delete departments within the account.

Custom roles - access to departments/companies within the account

To grant access to departments/companies within the privileges:

1. Go to Settings tab > Users and select Roles from the panel on the left side,

2. In the next step, use the Add new role button,

3. Fill in the Role Name field,
4. in the Privileges section, check the checkboxes next to the options that the user should have access to.
5. To grant access to departments, check the checkbox next to the Departments option in the Administrator privileges section

6. Confirm the creation of the new role by clicking Save at the bottom of the page and assign the role to the selected email address.

A person with access to departments will have the ability to navigate to the Settings > Company/department menu and view the information contained there. They will be able to add new departments and companies, as well as edit and delete them

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Custom roles - access to departments created within the account

Custom roles - access to departments/companies within the account

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