What are roles?

Roles allow you to identify a set of rules which can be applied to an employee user. In the event that you would like to grant specific permissions to one of your employees, you would use this feature to create a role, and then assign it to that employee.

How do I setup a role?

  1. Navigate to Account settings
  2. Select "Employees & Users"
  3. Scroll down to "User roles"
  4. Select "Create a new role"
  5. Name the role
  6. Select permissions you would like the user to have
  7. Save

Once the role is created, you must assign the role to the user on the employee & users page as seen below.


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