Create the role
- Click Settings in the bottom-left corner.
- Open the Factor Users tab, then select Roles & Permissions.
- Click Create Role in the top-right corner.
- Give the role a name and a description.
- Turn on the permissions this role needs, using the list on the left. As you enable each one, further options appear on the right so you can narrow what the role can do.
- Click Create.
Good to know
- Build the role before you invite the user – you are asked for a role while adding them.
- Roles can be edited later, and the change applies to everyone already assigned to that role.
- Permissions decide which menu items a user sees. If someone reports a missing screen, check their role first.
Related articles
- How to Add Users