User roles allow you to group specific permissions and easily assign them to your team members. In this guide, you’ll learn how to create new roles, customize their permissions, and assign them to your users.

Create and manage user roles

1. Create a user role

Start by creating a new role and giving it a clear name so you can identify it later.

1. Go to your users page.
2. Click on the "User Roles" button located at the top left of your screen.
3. Select "Create a Role".
4. Name the role (e.g., "Manager," "Sales Team," etc.).
5. Select "Create Role" to proceed.
6. Check the boxes corresponding to the permissions you want to assign to this role.

Changes are saved automatically. To learn more about specific access levels, check out our article "User Permissions".

Assign from the role settings

Use this method if you want to add multiple users to the role you just created.

1. Go to "assign to".
2. Select the users you want to assign this role.

2. Assign the Role to Users

Once the role is created and permissions are defined, you can assign it to your team members using two different methods.

Assign from the users section

Use this method if you are editing an individual user's profile.

1. Go to the users section.
2. Click on "Edit" next to the user's name.
3. Click on "Assign role".
4. Look for the role and select it (you can also unlink a role from here).

🎉 You now know how to create and assign user roles and can efficiently manage your team's permissions!