You can group of people in the organization who have the same rights, responsibilities, and goals in the same role. We defined the three roles in your organization, they are:
- Guest: the very limited user. We can not do anything but just read his profile
- Employee: has right in project permissions such as creating a new project, or read & write CRM data and no more.
- Admin: people who manage users, accounts, etc. and do whatever he want in the organization
When you invite a new project member in the project module, if the user does not exist in the system we will create a new user associated with this project member, and he has the Guest role.
You can create more roles that match your project requirements. To create a new role is simple in MyCollab. Go to Role view, and click ‘New’ button
After assigning this role with the right permissions, save and you have defined a new role.