Creating Custom Roles

  1. Press the “Workspace” tab on iOS or the “Manage Workspace” button located at the top of the screen on Web.
  1. In the Settings section, press “Roles”
  1. Press the “Custom button.
  1. Press the + button at the top of the screen.
  1. Enter details as needed:
    1. Title (required).
    2. Description (optional).
  1. Use the tick boxes (Web) or toggles (iOS) to set the permissions you want to give this Role.
  1. Press the “Save” button to create the new Role.
 
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