This article shows you how to customize roles for your team
Content of the article
Complete video walkthrough of how to customize roles for your team
A step-by-step guide
General advice and tips
Video guide
Step by Step guide
Go to Company settings at the very bottom left of the sidebar menu. Access it by clicking the small arrow icon to expand the options, then select Company Settings.
Click on Team
Click on "Edit roles"
Click the green button "Add new role"
Provide the new role with a name and a description.
Select the permissions the role should have
Click the green button "Add this Role"
Find the person who should have the role and click on the 3 dots
Add the new role
General advice
You can adjust the person's access in the system, so it fits their role at your company.
This is a good way to customize what your guides can see and edit.
Did this answer your question? If not, please reach out to us in the chat window at the bottom to the right, and we'll be happy to help 🤗