Create a New Permission Role
- To create a new permission role, go to the top right hand corner of your screen and click on your profile name. From the drop-down list, click Settings.
- On the left hand side of the screen, under Account Settings, click on Permissions > Create New Role.
- In the Create New Role pop-up screen, select a Role Level from between Company Level and Project Level.
- Company Level: Provides list of permissions for non-project modules.
- Project Level: Provides list of permissions for project modules. Only available to be assigned within an individual project.
- For all Permissions in the Permissions List, you can select whether your new role may do one or all of the following: Create, Read, Update, and Delete.
- Once all necessary Permissions are granted, click Create Role.
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