Youâd create a new role when you need a specific set of permissions that doesnât already exist for your team, so you can give the right access to the right people without over- or under-granting it.
Common reasons:
A new job type needs different access than existing roles.
You want to assign the same permissions to multiple people via a role rather than setting them up individually.
You want access to follow a post so anyone in that post inherits it, or you only want it for one person then add it to their profile.
Once created, you can assign the role to posts or employees and adjust permissions later.
To create a new role, follow the below steps:
Click Configuration then click Roles and Permissions.
Enter role name then click Save.
You will see 4 tabs:
Access.
Role Permissions.
Members.
Audit.
Click Edit then select the role access that you need this role to have.
Click Save then click on Role Permissions.
Click Edit Permissions and add the required permission that you need this role to have.
Click Save then click Save again.
You can now assign this role to a post or position and modify the permissions for the role at any time as needed.