What are the preset roles available?

The preset roles are Owner, Manager, Supervisor, Support, and Accountant, each tailored for specific organizational needs.

Can I customize permissions for a user?

Yes, you can override preset roles by customizing permissions for individual users, giving them tailored access.

Invite users via the Users page, provide their details, and choose their role at the time of invitation.

Both have full permissions, but only Managers can be reassigned or removed, whereas Owners cannot.

Sensitive permissions, denoted in red, should be granted cautiously as they carry potential risks.

Discover how to use preset roles in the platform, invite users, assign roles, and customize permissions for tailored access control.