Custom roles

🌟 Hey there, Simply-B2B user! ☁️

Custom roles let you tailor permissions to fit your team’s unique needs.

Head to 'Roles & Permissions,' hit 'Create,' and select permissions like campaign management, message handling, or blacklisting. You can even set roles to view-only for observational access. With Custom Roles, you can ensure each team member has the right tools and level of access, enhancing efficiency and organization. Enjoy the flexibility to shape team roles to your exact specifications!✈️🌟

🚀 Step-by-Step: Creating Your Custom Role 🚀

1. Start Your Journey:
Head over to the 'Roles & Permissions' tab

2. Create Your Magic:
Click 'Create'. It’s like opening a treasure chest full of new possibilities! 💼🔑

3. Choose Your Ingredients:
In the new window, select the specific permissions for your custom role—like picking the best spices for your dish. Here’s what you can add to the mix:

• 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

4. View-Only Option:
Want to give someone access to view without management control? Toggle the 'View Only' button—like handing them binoculars to observe without touching the landscape! 🔭👀

Crafting an Example - 'Messages' Role:

Let’s say you want a role dedicated to handling messages and managing the inbox. It’s like assigning a postman to take care of all your team’s correspondence! 📬✉️

Compare and Contrast:

Your new custom role will now appear in the 'Roles & Permissions' section, standing tall next to the standard roles, ready for action! 🌟💼

Custom roles in the Simply-B2B give you the power to fine-tune your team’s capabilities, ensuring everyone plays their part perfectly. 🎯

✈️ Happy Customizing and Enjoy Your Simply-B2B Journey! ✈️