How to create a Custom Role?
To create a custom role, follow these steps:
Log In: Log in to your account and navigate to the Users section.
Go to Roles: Click on the Roles tab or section.
Create New Role: Click on the "Create Role" button.
Fill in Role Details:
Save Changes: Click Save to create the custom role.
Example: For instance, if you want to create a role called “Invoice Reviewer” that allows users to edit invoices as an approver, you would select the appropriate permissions related to invoice management during the setup.
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