Overview
This guide will show you how to create roles, set permissions, and integrate them into your task management system to boost productivity and ensure clarity.
Creating New Roles
To create a role within the system, follow these steps:
Navigate to Roles and Permissions:
Go to Company Settings in the main menu and select Roles or Team Management.
Create a New Role:
Click on Create Role or Add New Role. This will open a form where you can define the role.
Define Role Details:
Role Name: Enter a descriptive name for the role (e.g., “Loan Processor,” “Underwriter”).
Assign to Users: You can immediately assign this role to existing team members or do it later.
Permissions: provides fine-grained control over what users can view, edit, or manage across the system.
Save the Role:
After configuring the role, click Save. The new role will now be available to assign tasks and set permissions.
Apply to Templates or Automation (Optional):
You can now assign this role in task templates or automation settings to ensure that tasks are automatically assigned to team members with this role.
Assigning a Role to a User
Users can be assigned to a role by selecting from the list of the users inside the Role Details.
→ Go to the section Define Role Details of this guide for more detailsEach member may be assigned to a Role through the Team page under Company Settings.
To add a role to your team members through the Team page, follow these steps:Navigate to the Team Page:
Go to Company Settings and select Team.
Select a Team Member:
Find and click on the team member’s name to open their profile.
Assign a Role:
In the profile, look for the Roles.
Click on the Dropdown.
Choose a role from the dropdown menu.
Remove a Role
In the profile, look for the Roles.
Click on the X beside the role name.
or, Uncheck the role from the dropdown menu.
Save Changes:
After selecting the role, click Save to apply the changes.
The team member will now have the permissions and responsibilities associated with the assigned role.