How to create a new user role within teams?
User roles allow users to assign role-based access within the platform. Follow the following steps to create new user roles.
1. Assign the role name in "create user role". Role names could be based on the role of the employee. Example: Manager, Assistant, Team Lead, QA, Finance, Billing etc.
2. From the "assign user roles" choose what module you want to provide access to. Selecting a module selects all possible sections. You may choose only a limited sections if needed.
3. Next choose the different section within the module that will be visible to the users.
4. Watch the video below to see how assigning roles work: