Creating a New Role

To add a new Role

Internal Note: DO NOT edit permissions for an Account Owner. Editing permissions will have the potential to break the architecture we have in place to match Breeze Account Owner abilities with Tithely Account Owner abilities.

1. Go to Account Settings ().
2. Click on Users & Roles.
3. Click Roles on the left.
4. Click Add New Role.
5. Give the role a name, description, and desired permissions.
6. Click Create Role.

When creating a Role, you can hover your mouse over any permission to get an idea of what having that permission will grant the user to do. 

Duplicating an Existing Role

If you have a role that you want to make slight changes to, but don't want to start from scratch, you can duplicate and existing role! 

1. Go to Account Settings ().
2. Click on Users & Roles.
3. Click Roles on the left.
4. Click the copy button (looks like two pieces of paper) on the righthand side of the Role that you'd like to duplicate.

By default the name will be "Copy of _____ (the name of the duplicated role)" which you can then edit to whatever you'd like.

This can be particularly useful if you want to try out what certain permissions can do without altering existing Users/Roles.