Managing Company roles

Table of contents:

• Add a custom Company role
• Set up privileges
• Delete custom Company roles
• Rename role

Add a custom Company role

1. Select Company roles in the left-hand side menu (under Company settings).
2. Click .
3. Name your new role and select privileges.

Set up privileges

Click the toggle of each privilege to grant abilities for the custom roles. There are 3 main privileges related to: managing company, CMS, and TMS. Learn more in this article: Permission overview.

Delete custom Company roles

1. Click  at the right-hand side of the company role.
2. Select Delete Group.
3. Confirm role deletion.

1. Click  at the right-hand side of the company role.
2. Enter your new name.