Supported plans

• Starter
• Teams
• Enterprise

 

Watch the tutorial below or follow the steps outlined in the guide. 

1

Navigate to Manage > Roles > select Create new role.

2

Enter the name of the role + a description, then Save changes. Or copy an existing role to build off of, then Save & edit.

3

Click into the role you've just created and Assign role to groups or to a member. 

 

4

Assign groups to the role, then Save changes.

 

Edit or remove a custom role

To edit the name or description of a custom role or to delete a role, navigate to Manage > Roles > select the check box next to the role > select the pencil icon to edit or the trash icon to delete the role.

If you need to edit the permissions for a custom role, click on the role to be directed to the permissions page.