How to Create a Custom Role

Introduction

Creating custom roles allows you to tailor user permissions and reporting structures within your organization. This guide will walk you through the steps to create a custom role, define its permissions, and assign users to it.

Steps to Create a Custom Role

1. Navigate to the Roles Section:
   From the admin dashboard, go to the 'Roles' section under 'User Management.'

2. Click on 'Create New Role:

• Start by clicking the ‘Create New Role’ button to open the role creation form.
  

3. Enter Role Details:

• Name: Provide a unique name for the role.
• Description: Write a brief description of what this role entails.
• Reports to: Select the role or individual this role will report to. (Note: This “reports to” information will be used in future features like approval workflows and conditional notifications.)

4. Set Custom Permissions:

• Define the specific permissions for this role. 
  

5. Assign Users to the Role:

• Select the users who will be assigned to this role. You can add multiple users if needed.
  

6. Save the Role:

• Once all details are filled out, click ‘Save’ to create the role.
  

Conclusion
you’ve successfully created a custom role. This role is now available for assigning tasks and permissions within your organization.