Overview
When adding a new department or team, you can create custom roles that match their needs without giving unnecessary access.
Step-by-Step Instructions
Identify the modules and actions this department requires.
Go to Roles & Permissions → Add New Role.
Name the role (e.g., “Marketing Coordinator”).
Grant only the permissions relevant to that department.
Assign this role to new users in the Users or Employees tab.
Tips
Create one role per job level: e.g., “Marketing Lead” vs. “Marketing Assistant.”
Use naming conventions that reflect the department and level clearly.
Troubleshooting & FAQs
Department can't access their needed tools?
Recheck if their assigned role covers the correct modules and actions.
Too many similar roles?
Consolidate redundant roles by duplicating and reusing one standard version.