Create Custom Roles

Hi there,

We have an exciting new feature to announce! With our latest update, you can now add custom roles to your organization's account. Here are some highlights of this new feature:

• Custom Roles: Add a custom role that is scoped down per account level, meaning multiple clients can use the same role name. Each account can create a role and modify permissions freely.
• Default Roles: The permission level of the 5 default roles (Admin, PO, DPO, Employee, Subcontractor are not modifiable by the client.
• Customized Invite Email: When inviting a user with a custom role to the platform, the email is customized with the custom role information.
• People Overview: The new role can be viewed on the people overview page for easy tracking and management.
• Responsive Design: The role management page is now designed to be responsive on mobile and tablets.
• Assigned to Dropdown: Custom roles can be included in assignee dropdowns. For example, for a custom "manager" role that should be able to be assigned a task, the role permission should include the "update" flag for the "tasks" feature.
• Grouped Permissions: To simplify the role management settings, some features in the application have been grouped under a single feature name. For example, the "settings" permission level includes permission levels for "notifications", "company", "account", etc.

🎯 To add a custom role, navigate to Settings > Company > Roles.

We hope this new feature will make it even easier for you to manage your organization's roles and permissions.

As always, please let us know if you have any feedback or questions. Thank you for using our platform!
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Thanks,

Your Accountable Team