Custom roles

An organization can create and modify roles and user permissions as needed.

Step 1: Create a role

• Log in to the application.
• Click on the profile icon on the top right side of the navigation bar.
• Click on the “Roles” option.
• Click on the “+ Create role” button.
• Enter a Role Name and description (Optional).
• Select a creation method:

Based on existing roles: Combines permissions from one or more system roles as a starting point.

• Select the base roles.
• Click on the “Create role” button.
• Click on the “Next” button.

Define a custom role: Start from scratch to select specific permissions.

• Select the needed roles
• If needed, use the toggle to use AI to suggest permissions based on the name.
• Click on the “Create role” button.
• Click on the “Next” button.

Step 2: Permission Editor

• Use the search bar to find permissions.
• For bulk permissions, click the "Allow All," "Deny All," or "Not Set" options.
• For detailed permissions, click a permission heading to display its available permission options, then, click Allow or Deny per each option in each permission.
• Review the summary of operations and click “Save Changes”.