Create a Role and Assign Permissions

The Role feature allows you to create custom roles and decide what each user can or cannot do. Roles are helpful when you want to give different levels of access to your team members.

1. Open the Role Section

1. Click the settings icon in the top-right corner of the page.

2. You will land in the Business Details section by default.

3. From the left-side menu, click on Role.

4. You will now see a table that lists all the existing roles, along with action buttons.

2. Create a New Role

1. Click the Add button at the top of the Role section.

2. A popup form will appear with the following fields:

   • Role Name – The name of the role (e.g., “Manager”, “Support Staff”).
   • Access Types – Select which type of access this role should have.
   • Permission Management – Define specific permissions (like view, edit, delete) for this role.

3. After filling in the details and selecting the right permissions, click the Create Role button.

4. The new role will now appear in your role list table.

Example: Creating a Role

Imagine you want to create a role called “Content Manager”.

• In the form, enter Role Name: Content Manager.
• Under Access Types, give access to features like Templates, Tags, and Pipelines.
• In Permission Management, allow the user to create and edit content but not delete it.
• Click Create Role.

Now, whenever you assign this role to a user, they will automatically get the permissions you set for the Content Manager role.