5.2 Manage Employee Roles

• Define and assign roles for the employees from the company/internal users (such as Sales, Compliance, Marketing, Managers) by setting specific permissions and access levels. This ensures that each team member only sees and manages the areas relevant to their role within the company

Create a Role

• Navigate by the left Sidebar Menu and click on the Organization > Employee Roles

• Select the Add Role button at the top right corner. A popup window will appear.

• Complete the Role Name, User Type and Description of the role.

• Check the left column the Roles to enable and review the right column (checking or not each box) the Permissions granted for the role

  • Select a pre-existing role and build on it to create the new role and set permissions

• Once all changes have been made, click on Save

Modify a Role

• Navigate by the left Sidebar Menu and click on the Organization > Employee Roles

• To Edit a Role, choose an employee and click on the rightmost of the row the Pencil icon to edit the profile.

  • Once inside the Role Panel, you can assign or modify the Roles and Permissions

  • Click the Save button to apply the changes.