Rehla User ManualCreating a role
Defining a new set of permissions
You can create custom roles to match the specific responsibilities of your team members.
Step-by-step guide
Navigate to the Roles section and click the New role button.
Name the role: give it a clear, descriptive name (e.g., "Finance Manager" or "Junior Agent").
Select permissions:
- The form lists all available permissions in a table, organized by resource and action. See Permissions explained for details on what each permission does.
- Check the toggles for the permissions you want to grant to this role.
Click the Save role button to save the new role.
Tip
Start with fewer permissions. It is safer to grant additional access later than to give too much access initially.