Tailor your team's roles to fit your specific needs. Creating custom roles allows you to define roles that perfectly match your business needs.
Click play for a quick video guide! ✨
To create or add Custom Roles -
Hover over the gear icon in the bottom left corner above your profile picture.
From the Settings Menu on the left-hand side, click on Roles.
You can make Connect 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.
