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Creating and Managing Roles Video (Web)

Learn how to create a custom role in Terros web, assign it to a team member, and manage its details and permissions.

Written by Hunter Allred

In this video

  • Add a role and choose how it can be assigned

  • Understand when to use the Manager role type

  • Set permissions and assign the role through a user's profile

  • Review assigned users and edit the role's details

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