Tailor your team's roles to fit your specific needs. Creating custom roles allows you to define roles that perfectly match your business needs.
To create or add Custom Roles -
Go to Settings (gear icon) in the bottom left corner above your profile picture.
Under Organisation, select Roles.
You can make Organisation Roles for CONNECT Users and Client Roles for Client Users from here.
Type the name you'd like for a role in the textbox and click on the + icon.
The role will then be created.
You can rearrange the order of your roles by clicking and holding the button on the left of the name of a role, and then dragging to rearrange the order.
You can delete a role by clicking on the Bin icon on the right of the name of a role.
