How can I create a custom role?
Uchechi Ukandu
Last Update 8 maanden geleden
On your Bujeti account, you can create custom roles to match your organisation’s needs and requirements.
Step 1: Once logged in to your Bujeti Dashboard, Navigate to the side bar and click on Team Management
Step 2: Click on Roles. You’ll see a list of the pre-set roles available to your business on Bujeti
Step 3: If you feel these pre-set roles and their descriptions don’t suit your organisation’s needs, then click on Create Custom Role at the top right side of your screen as shown below.
Step 4: Proceed to fill in the details: Role name, description, and toggle on the access you want them to have.
Step 5: Click Confirm
You’ve successfully created a custom role.
Now, you can go ahead and assign your custom role to your team members.