How to Create & Manage Roles

Customize roles to fit your company’s needs:

1. Go to **User Management > **Roles & Permissions.

2. Click Add Role.

3. Name the role and set permissions for each module (HRM, Projects, Finance, etc.).

4. Save the role.

To edit:

• Click a role name.

• Adjust permissions.

• Save changes.

Assign roles when you add or edit a user.