Role Management

Overview

Role Management lets your company control user access by creating roles and assigning those roles to users. Each role can represent a job function (for example: Accounting, Operations, Sales) and can later be paired with permissions based on how your company works.

Typical use cases:

  • Standardize access for teams (Accounting, Ops, Sales, Admin)

  • Reduce manual permission changes when onboarding/offboarding

  • Ensure users only see what they need for their role

Where to Find Role Management

  1. Go to Settings

  2. Select Role Management

How to Create a Role

  1. In the Role Management page, click the “+” button at the top right.

  2. A new row will be created.

  3. Fill in the required role fields:

    • Code: Short identifier for the role

    • Name: Role display name

    • Description: What the role is used for

  4. Save your changes.

Example Role

Field

Example

Code

ACC

Name

Accounts

Description

Role for accounting users

Video guide

For additional guidance, refer to the video guide below.

How to create a role

Best Practices

  • Keep role codes short and consistent (e.g., acc, ops, sales, admin)

  • Use clear descriptions so admins know when to assign a role

  • Create roles based on job function, not individual users