Establish customised roles for members within your organization to enhance access control and bolster security measures.
Here are the steps to create a custom role:
Navigate to the Manage tab and the Roles and Permissions page.
Click on Add Custom Role located at the top right corner to open a new form.
Enter the name and description for the role.
Set the permissions for this custom role. Decide if the role should have the ability to manage cards, bill payment, accounts, travel, etc.
Under each module permission, specify the features the role can view and manage.
After selecting the requirements, click on Add Role.
The new role will appear under your custom roles.
Manage people by selecting individuals and assigning them to this new role.