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. On the project page, click on next to your company name.
2. Select Company roles in the left pane.
3. Click Add Role.
4. 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.