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Grayscale Roles & Permissions
Grayscale Roles & Permissions

Create custom roles that best fit your business needs!

Doug Taylor avatar
Written by Doug Taylor
Updated over 3 weeks ago

Introducing Roles and Permissions!

We're excited to announce a powerful new feature that puts you in complete control of system access: Roles and Permissions!

What's New?

This feature makes managing user access far more convenient by providing greater flexibility and granularity in role definition.

Key Capabilities

  • System Roles: Start with our pre-configured default roles

    • Easily duplicate system roles for quick customization

  • Custom Role Creation: Use the "+ New Role" button to:

    • Build roles from scratch

    • Manually select specific permissions

  • Duplicate existing roles: Quickly create a copy of custom roles and modify as needed

  • User Management:

    • View users assigned to each role

    • Quickly reassign users between roles

Why This Matters

Roles and Permissions gives you:

  • Precise access control

  • Simplified user management

  • Flexibility to match your unique organizational needs


Let's get started!

The new feature can be found under Settings -> Permissions.

To assign team members to a new role:

  1. Go to Settings -> Manage Users

  2. Search for the user

  3. Click the 3 dots, then click Change Role

  4. Select the new role and click the Reassign button

That's it! You can now create roles that perfectly fit your needs!


Questions? Chat with us below if you need further assistance.

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