Assign roles and access permissions to employees.
What is it?
Roles are sets of access permissions given to employees. You add a new role, name it, assign the permissions it needs and manage your roles.
Why does it matter?
Each employee only sees the sections they need: work stays organized and sensitive data stays safe.
In the video
- Go to the “Employees” section
- Open the Roles section
- Add a new role and name it
- Set the role’s permissions
- Manage roles


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