Create a custom role
In the Managers (
) menu, select Account.In the Account menu, go to Access > User roles
Select Create user role.
Complete the missing fields:
Field
Description
User role name
Enter a unique name for this role.
Description (optional)
Enter a brief description for this role.
Account
Select the account that this user role can access.
Manager
Select .
User roles define sets of permissions that are specific to one manager. If a user needs permissions for more than one manager, you can create and assign multiple roles to one user.
Select Create user role.