Create and edit roles
When managing the roles your team members are assigned to in Proprli, you have two options. Keep reading to learn more about them.
Option 1: Create a new role
Step 1: Click the icon with your initials at the bottom left-hand corner of your screen and go to Company Settings.
Step 2: Select the tab "Roles."
We have preset roles, but you can always edit the existing roles or create new ones, according to your company's needs.
Step 3: Click on the "Create role" button and the Role editor window should pop up.
Step 4: Add the name of the role, its description, and adjust the permissions according to what that role needs access to by clicking on the arrows and selecting the checkboxes.
Step 5: Save your changes and the personalised role will appear on the list.
Option 2: Edit an existing role
Step 1: Click the name of the existing role.
Step 2: Adjust permissions in the Role editor window.
Step 3: Save your changes.
After creating and/or editing the roles, you will be able to assign them to your team members following this guide.