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  1. Sales Features
  2. Settings
  3. Manage Users

Roles

PreviousUsersNextData Management

Last updated 1 year ago

Roles are groups of users that have specific access to different areas within Order Eazi. Some users will be in charge of handling and managing projects, others might be in charge of accounts, while some users will be part of the Admin group that have access to everything.

You can build custom groups to suit your needs if the default groups are not up to your needs.

How to create a new role

1. Click on the settings Icon

2. Select Manage Users and then roles

3. Click on New role in the top right

4. Fill in the details and choose the permissions that the users as part of this role will have

5. Select role access

6. Then click save