How to Create a New Role Group?

  • Navigate to Settings and click on Company Settings
  • Click on the “User Role Management
  • On the User Role Setting page, hover on the “+” button & Click on the option to “Create New Role Group”. (Refer Image -1)
  • On the Role group pop-up, you can mention your role groups like: Accounts & Finance, Human Resource, Project leads etc. and the short name for Department.(Refer Image-2)
  • Click on ‘Create’ to create Role Group.

Once you have created custom role group, you can add custom roles under it and assign role privileges.

Role groupCreate role group

                                       (Image -1)                                                                                                        (Image-2)

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