Roles are bundles of permissions related to managing your security and compliance program. They ensure that team members have access to only what they need to complete their work. Custom roles can be created to tailor specific permissions to users.
Please note: The Collaborator role is the base-level role on which custom roles are built. All users with a custom role will have access to the assigned items. Learn more about the Collaborator role and what it grants access to, here.
Creating Custom Roles
- Select Settings followed by Roles
- Select +Add Role
- Provide a name and description for the new role. Then, check the permissions you would like this role to include and the level of access.
- No access
- View only
- View and edit
- Select Add role
- This role will now be available as an option to assign to a user from the User permissions page.
Updated