How do I create new roles and permit users to access only specific modules?

To create a custom role in your organization:

• Go to Settings.
• Under Organization Settings, select Roles under Users & Roles.
• Click New Role in the top right corner.
• Enter the Role Name and include a short Description about the role.
• Configure permission to the required modules and customise the access levels for the role.
• Click Save.

Now, you can assign this role to users in your organisation:

• Go to Settings.
• Under Organization Settings, select Users under Users & Roles.
• Select the respective user and click Edit.
• In the pop-up, assign a Role to the user from the dropdown.
• Click Save.

The user will be assigned with the selected role.

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