Settings → Roles

Organization role

Create an organization role

  1. Click the settings gear in the bottom-left navigation.

  2. Open Settings → Roles.

  3. Open the Organization roles tab.

  4. Click + Create.

  5. Type the role name and description.

  6. Click Submit.

Configure organization role permissions

  1. Click the settings gear in the bottom-left navigation.

  2. Open Settings → Roles.

  3. Open the Organization roles tab.

  4. Click the role name you want to configure to open the details page.

  5. Click the Basic tab, and in the "Permission" section on the right side of the page, check or uncheck the corresponding permissions.

  6. Click Update.