How to create a new Role?

Purpose:

To explain how users can create a new Role in livSYT.

Step-by-Step Instructions:

Note:

Only the System Admin or Project Admin can create a new role by default.

If you cannot see the option, contact the concerned admin. 

1) Open Roles Settings

- Go to Settings → Organization Settings → Roles.

2) Start creating a role

- Click Add Role in the top-right corner.

3) Enter role details

- Type the Role Name.

- Select the Access Permissions the role should have.

4) Save the role

- Click Add Role to create it.



Tips & Best Practices:

- Use clear and meaningful role names so teams understand responsibilities.

- Give only the access needed—avoid assigning unnecessary permissions.

- Review roles regularly to keep permissions updated as processes change.

- Create standardized roles to maintain consistency across projects.

- For any issues, contact LivSYT Support.

Related Resources:

What is the difference between a user and role?

How to create a new User