Roles are sets of permissions which can be assigned to employees or posts.
Create a new role
Click Setup and then Roles & Permissions.
Click Add Role and enter the role's name in the Role Name field.
Click Save.
Click Role Permissions and then Edit Permissions.
Enable permissions as needed, by clicking on the red icons next to each permission.
The eye icon gives the user viewing permission to certain menus or areas.
The pencil icon gives editing permission.
The plus icon gives adding permission.
The recycle bin icon gives deleting permission.
Click Save.
Duplicate a role
You can also create a role by duplicating a role, which will copy over all the permissions on the original role. You can then add or remove from the permissions on the duplicated role.
To do this:
Click Setup and then Roles & Permissions.
Click a role and then Duplicate.
Enter a name for the new role in the Name field and click Duplicate.
Click Role Permissions and then Edit Permissions to amend the permissions.
Once you have created a new role you can assign it to posts or employees following the steps in our article on assigning roles.