Hey there,
Are the standard roles not quite fitting your team's unique needs? No worries! Let's explore how you can craft your very own custom roles in Simply-B2B. It's like being a chef in your kitchen, creating a special dish that perfectly suits your taste! π³
π Step-by-Step: Creating Your Custom Role π
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Start Your Journey: Head over to the 'Roles & Permissions' page in your Team Management.
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Create Your Magic: Click on 'Create Custom Role'. Imagine opening a treasure chest of possibilities!
Choose Your Ingredients: In the new window, select specific permissions for your role. Think of it like picking the best spices for your dish. Hereβs whatβs on the menu:
Manage webhooks
Manage other messages
Manage global limits
Manage blacklist
Manage chat
Delete seat
Manage campaigns
Cancel subscription
Manage campaign details and reports
Manage seat settings
Open LinkedIn profile
Manage LinkedIn integrations
Manage account health
Manage email settings
View-Only Option: Want to grant viewing access without management control? Simply toggle the 'View Only' button. It's like giving someone binoculars to see the view without changing the landscape!
Crafting an Example - βMessagesβ Role: Letβs make a role focused on managing messages and the inbox. Itβs like assigning a dedicated postman to handle all your correspondence!
Finalize with a Flourish: After selecting your desired permissions, hit 'Create Role'. A confirmation message will pop up, and you can choose to create more roles or celebrate the one youβve just made.
Compare and Contrast: Your new custom role will now appear on the 'Roles & Permissions' page, ready to stand proudly alongside the existing roles
Custom roles in Simply-B2B are about giving you the power to fine-tune your team's capabilities, ensuring everyone plays their part perfectly.
βοΈ Happy Customizing and Enjoy Your Simply-B2B Journey! βοΈ
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