Manage Roles

before onboarding staff into your organization, it's essential to establish the roles that will be assigned to each member navigate to organization > roles click on the '+' icon located in the top right corner to create a new role specify a role name and allocate the relevant permissions save your changes remember, you'll need to create a unique role for every distinct combination of responsibilities within your organization with roles in place, you're now ready to effectively assign your staff members to each role