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.

Step 2: Go to Access Management.

Step 3: Select the tab "Roles."

We have a list of preset roles, but you can always edit the existing roles or create new ones, according to your company's needs.

Step 4: Click on the "Create role" button and the Role editor window should pop up. 

Step 5: Add the name of the role and adjust the permissions according to what that role needs access to.

Step 6: 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 the changes.

After creating and/or editing the roles, you will be able to assign them to your team members following this guide. 

If you have any questions, please contact our Support team.

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