Roles allow you to manage which features users can access and which privileges they have. Only users with administrative permissions can access and make changes to Roles.
To create a Role:
Navigate to Administration using the Switcher and select Roles from the menu
Click Create role
Add a name and appropriate description
Toggle on the appropriate privileges for this role
Toggle which features this role should have access to and assign users to the role. Your changes will be saved as you make them
Editing and deleting existing roles
Navigate to Administration using the Switcher and select Roles from the menu
Select the role you wish to make changes to
Click Edit on the right-hand side of the role name to change the name or update the description. Click Update to save those changes
Toggle on and off the appropriate privileges for this role
Toggle on and off the appropriate features for this role
Assign existing users to the role
Select and Unassign users as required
To delete, enter the role’s name and select Delete role to confirm