Custom Roles
The Custom Roles feature allows organizations to create role-based access controls tailored to their specific business requirements. Custom roles offer greater flexibility by allowing administrators to define feature access at a more granular level. Custom roles can be assigned to users within the organization and are available during user creation and user management.
9.3.1 Creating a Custom Role
To create a custom role:
Role Name: Enter a descriptive name for the role.
Description: Provide a brief description explaining the responsibilities or intended use of the role.
Function Template: The platform displays a hierarchical list of products and their associated features. Select the appropriate access rights for the role.
Once all access rights have been configured, save the custom role. It will become available for assignment during user creation and management.
10. Company Settings
The Company Settings section allows administrators to enable or disable feature flags for the selected company.
10.1 Available Settings
10.1.1 Campaign Approval
Controls whether campaign approval workflows are required for the company.
10.1.2 Internal Support
Controls access to internal support functionality.
10.1.3 Tenant Switch
Controls whether users can switch between multiple tenant environments.
