How to create different user roles

You can create different user roles with different restrictions on access, viewing or deleting areas of the platform.

Step 1: Go to the menu on the right and click on user roles.

Step 2: Click on add a new role.

Step 3: Define the name of the new role.

Step 4: Select or deselect the permissions you want for each functionality by clicking on each check box.

On one side, you will see the name column, which is all the functionalities. On the other side, there are the columns of actions that you can enable or disable for each functionality: views, create/edit and delete.

Note: you can also clone a default role and define the name of your choice. To clone an existing role, you can select it from the clone role drop-down and choose the one that best suits your needs.

Step 5: Click on create role to save the role you have created.

When you invite a new user to your account, you can select the new role you have created from the account role dropdown: