Defining a custom role

When creating a role there are 3 main elements.

The user-facing name of the role. You will see the role’s label when applying it to a user, so be clear and accurate.

A detailed description of what the role permits. This description will appear on the role selection screen when changing a user's role, so we recommend being as descriptive as possible in order to prevent accidentally giving a permission to a user they should not have.

This is a search field that will allow you to search for your custom made permissions or a pre-built permission. There is no limit to the number of permissions that you can assign to a role. The permission General Allowed is the permission for standard Employee Access, and we recommend starting roles with this permission and building up Allow permissions to open access for the role.