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.
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.