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Create a Role

1

Go to Admin -> Roles

2

Click + Role

3

Provide a Name and Description

Descriptions may seem redundant, however they are useful for users who may be new to the organization when trying to decide what role to assign another user.
4

Assign Permissions

Permissions control what a user may or may not access while using Titanbase. As a general rule of thumb, the least amount of privileges should be assigned to users so they can complete their day to day work.

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Update an Existing Role

1

Navigate to Admin -> Roles

2

Click on the role you wish to edit

3

Make your changes and save

Changes take effect immediately and affect all users that are currently assigned the role you are modifying.