Roles

Roles Overview
The Roles section is dedicated to managing user roles and permissions. Roles are central to how you can maintain control over the access and permissions your team members have within your account. A role is a group of permissions that determine what sections of the account a user can view or edit.

There are two predefined roles: 'Admin' and 'User'. An 'Admin' has full access to all features and can manage users and their respective roles. A 'User', on the other hand, has more limited permissions.

In addition to these default roles, the software allows you to create custom roles tailored to your specific needs. These custom roles can include any combination of available permissions. This flexibility lets you create roles that fit the responsibilities of your team members perfectly.

Creating Custom Roles
As an administrator, you may want to create custom roles to match the specific requirements of your organization. For instance, you might create an 'Analytics' role with read-only permissions for users who only need to view and analyze campaign data but not edit it.

To create a custom role, navigate to the Roles section and select 'Add New Role'. From here, you can name your role and choose the permissions it will include. Remember, a well-structured role not only secures your account but also helps your team work more efficiently.

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Managing Roles
Each user in your account can be assigned a role that determines their permissions. As an administrator, you can assign and change these roles as needed, ensuring the right people have the right level of access. By carefully managing roles, you're making sure your account is secure, your data is protected, and your team can work effectively.