1. Help Center
  2. Organization Settings

How do I Add a Role to a member in my organization?

Select Roles and Positions from within the Organization Settings page, and follow these steps: 

  1. Click the New Role button.

  2. Type in the Role Name

  3. Fill in the Role Description

  4. Select Permissions for the role. To grant access to specific permissions, click the box next to the description. 

  5. Click the Create New Role button