Roles and Permissions
A Role is a collection of product feature access rights assigned to users within an organization. The platform provides a set of default roles for common job functions, and administrators can also create custom roles for more granular access control.
9.1 Viewing Roles
To view roles for an organization:
Select a Company – A dropdown or search field lets you choose which organization's roles you want to view.
View Roles – Once a company is selected, the page displays two sections:
– Default Roles – Pre-defined roles that come with every organization of that type.
– Custom Roles – Roles that have been manually created for this specific organization.
