Creating a Role
🔑 ACCESS LEVEL: Owner or Editor
💡 TIP: Bundle your common roles together for ease of use and to organize similar roles together.
To create a role:
- Go to Intelligence > Roles
- Select Create New Role
- Fill in the role title
- Select a bundle from the drop down or add a new bundle and set the costing (if applicable)
- Click Add Role
💡 TIP: You can bulk edit the costing details to all Roles.