Create role settings

Before you add your users on the .STUDIO platform, it is necessary to create different roles, customize their access and then associate users against those roles.

An administrative user can create different roles with customized access.
To do so, click on the profile icon on your platform and then on settings.






It will take you to the settings page where you click on the role settings tab under the Security section to the left of your screen.



You will see a list of default roles already created on the platform. You can either choose to use the existing ones, edit them, or create a new one based on your requirements.

To edit an existing role, click on the actions button near the role you want to edit & then click on edit.


To create a new role, click on Add role and enter the name you choose to define the role. As an example, I’ve created a role for a Designer.





You can then choose to provide view, create, update or delete access to specific sections within your platform like address book, Sales, projects, packages, resources & settings based on your preference by toggling the switch to the right under different sections.