Controlling access to your contact database and sales data is a critical aspect of keeping your data safe and accessible to those who need it. A role is a set of permission you can create and assign to users. You can view Roles under Settings > Roles.

Creating a Role

To create a role simply click on the + Add Role button, enter a name for the role, then select the permissions you would like that user role to have, from the drop-down. You can select multiple permissions, then click Save.



Assigning Roles

Once you've created the role, you can go to Settings > Users, then click on the ellipsis action menu of the user to edit their profile.



Once the Edit User screen is open, you can go to the Role field and select the role you have created. Then click Save, the user will now have access to the role's permissions granted.

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