Prepare a company role and permissions
Open Create Role and review the permission choices before saving.
Roles group the access granted to company users. Start from Users & Permissions and the roles list.
- Choose Create Role.
- Enter the role name and description so administrators can identify its purpose.
- Review the Permissions grid. View, Create, Update and Delete are separate choices for each available area; All selects the available choices in that row.
- Check the selected access before saving. Cancel returns to Users & Permissions without creating the role.
Opening the form loads permission choices; it does not create a role or change a user's access. If a role is protected because a pending invitation refers to it, ask an administrator to review that invitation before changing the role. Do not recreate or rename a role to work around an invitation restriction.