In the “My Company Profile” under “Roles and Permissions” we inclued 3 default roles “ADMIN,” “Credit Specialist” and “Sales Representative.” Each role has a pre-defined set of permissions. Each time you add a team member, you assign one of these roles to them.

The pre-defined list of permissions cannot be changed for the 3 default roles, however, if you want to assign a different set of permissions, all you need to do is create a new “Role.” Once you have created that new “Role” you can add any set of permissions you like.

Here’s how

1. Add a new “role,” give it a name, like “Customer Service” or “Account Manager”.
2. Click “Manage Permissions” to assign the set of permissions for that role.

Now you can open up any team member profile(s) and assign them this new role.

Here below is a screenshot (Click to zoom):