How to Create a New Role

Purpose

This section explains how to create a new role and define permissions for users in the CRM.

Prerequisites

• User has access to theAppmodule.

• User has permission to manage roles and permissions.

Steps to Create a New Role

Step 1:Click theAppmodule from the left-side navigation bar.

Step 2:Open theWorkspacesection.

Step 3:SelectRoles and Permissions.

Step 4:ClickCreate New Role.

 A new role configuration screen will open.

Step 5:Enter the role name.

Step 6:Click on create role button after adding the role detail.

Result

The new role is created and displayed in the Roles list. Users can assign this role to team members and manage its permissions as required.