Articles on: TEAM MANAGEMENT

How to configure role-based access control?

Custom roles ensure role-based access control across the platform.


  1. Log In to Your Account


  1. Navigate to the Settings Tab
  • Click the user icon in the top bar.
  • Select Settings.
  • Alternatively, click your name in the bottom-left corner and select Settings from the popup.




  1. View Team Members
  • Go to the Users panel to view all members in your account.



  1. Viewing Roles
  • Click on Roles to view a detailed breakdown of the permissions assigned to each role.


  1. Creating a Custom Role
  • Scroll down and click Create Custom Role.


  • Enter a Role Name and a Description in the text boxes.
  • Select the radio buttons for the permissions you want to grant to this role.


  • Click Create role.



Only Super Admins have the authority to create and assign roles.

Updated on: 05/15/2026

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