Manage Roles

Before onboarding staff into your organization, it's essential to establish the roles that will be assigned to each member:

  1. Navigate to your organization's settings.
  2. Access the 'Roles' section.
  3. Click on the '+' icon located in the top-right corner to create a new role.
  4. Specify a Role Name and allocate the relevant permissions.
  5. Save your changes.

Remember, you'll need to create a unique role for every distinct combination of responsibilities within your organization.

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With roles in place, you're now ready to effectively oversee your staff members.