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How to Create Roles

This will show you how to create roles and assign them to your team members. This is for when you want to limit access on a per-team basis, i.e., for Sales, Production, Accounts, or Warehouse teams.

1. Click on the cog icon

Click on the cog icon

2. Select Team Settings

Select Team Settings

3. Click on Add New Role

Click on Add New Role

4. Type Name

Type Name

5. Untick any options you want to switch off for the team

Untick any options you want to switch off for the team

6. Followed by any access changes

Step 6

7. Finally, scroll down and click " Create Role " to set up your new role

Step 7

8. Click into manage team members and then the edit button on the user

Click into manage team members and then the edit button on the user

9. Click on the right option for that user

Step 9


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