Create a New Permission Role

  1. 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.
  2. On the left hand side of the screen, under Account Settings, click on Permissions > Create New Role.
  3. In the Create New Role pop-up screen, select a Role Level from between Company Level and Project Level.
    1. Company Level: Provides list of permissions for non-project modules.
    2. Project Level: Provides list of permissions for project modules. Only available to be assigned within an individual project.
  4. 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.
  5. Once all necessary Permissions are granted, click Create Role.

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