Create, Edit & Delete Roles

This section covers navigating to Roles, creating a new role, and updating or deleting an existing role.

Go to Roles

1. From the left menu, click Workspace (1).
2. Select the Roles tab (2) to see all roles in your workspace.

Create a Role

• On the Roles page, click Add role (1).
• Enter a Role name.
• Choose a Role colour.
• Under Permissions, select the access this role needs for each provider.
• Click Create role (2) to save.

The new role will appear in your roles list.

Edit a Role

1. On the Roles page, click the ⋮ menu on the role you want to change (1).
2. Select Edit role (2).
3. Update the role name, description, colour or permissions as needed.
4. Click Save (3) to apply your changes.

Delete a Role

1. To remove the role, choose Delete from the three-dot menu.
2. The Delete Role pop-up will be displayed.
3. Click the Delete button — the role will be removed from the list.