Roles & Permissions

Learn how to manage user access with custom roles and permissions using Role-Based Access Control (RBAC).

Tutorial 1: How to Create Roles

Why It Matters

Creating roles helps you define who can do what in your organization — without managing individual permissions for every user.

Step-by-Step Guide

Role in sidebar
  1. Log in to your dashboard.
  2. Navigate to your organization dashboard.
  3. Go to > Roles.
  4. Click on the Roles tab in the sidebar.
  5. Click on “+ Create Role” — this button appears at the top-right corner.
  6. Name the Role: Choose a clear name like:
    • Owner
    • Admin
    • Manager
    • Viewer
  7. (Optional) Add a Description
    Example: “Managers can view and update customer data but can’t delete records.”
  8. Click “Save” — your role will now appear in the roles list.

Example

Create Role

Role: Viewer

Description: Read-only access to customer and order data.

Tip

💡 Use role names that clearly reflect what the person can do. It helps with future management.