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
and then Roles
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. Select permission groups to expand them and activate the checkboxes for the desired permissions. View available roles.
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.
Duplicate a role
Step 1. Select the duplicate icon for the role.
Step 2. Enter a name for the duplicated role and select the Confirm button.