How to add a Role
Learn everything about the roles feature
Click on Roles from the navigation panel on the left side of the screen. The Roles list page comes up where you can see a list of the roles you have created Initially
Click on Add Role and immediately, a small pop-up box comes up.
Fill in the Role Name that best describes the level of permission you would be assigning to that role such as Sales Personnel, Customer Support, etc.
Select the permission(s) you want for the role. There are a set number of granular permissions you can choose from giving you the advantage of assigning what a user can do or perform with a particular Role
Click on the Save button when you are done filling in all the details. You would see a tick like below when you have successfully added the role.
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