Permission Required: Users with the Admin Profile and Custom Profile can access this feature.
Regional Availability: Australia, India, Indonesia, Singapore, Unites States
Overview
To enhance access control and bolster security within your organization, you can create customized roles for members. This involves defining specific permissions for each role, enabling you to tailor access to various modules and features based on your organization’s requirements.
Steps to Create a Custom Role:
Go to the Manage tab and open the Roles and Permissions page.
Click "Add Custom Role" in the top right corner to access a new form.
Enter the name and description for the new role.
Configure the permissions for this custom role by determining if it should have access to manage cards, bill payments, accounts, travel, and other areas.
For each module, specify the features that the role can view and manage.
Once you’ve set the desired permissions, click "Add Role".
The new role will be listed under your custom roles.
Assign this role to individuals by selecting them and applying the new role.
