Roles control what users can view or do in a Deliverect account. With the Roles page, you can add or remove permissions from roles or create entirely new ones.
This page is not yet available for all users.
You can assign roles when inviting a user or editing an existing user.
To access the page, go to Settings ① and then Roles ② in the sidebar.
Create a new role
Step 1. Select the Create role button.
Step 2. Enter a name and description for the role.
Step 3. Permissions are grouped based on topic. Activate the checkboxes for the desired permissions.
Step 4. Select the Save button once ready.
Edit an existing role
Step 1. Select the edit icon for the role.
Step 2. Make the necessary changes to the role and select the Save button.
