Creating and managing roles in DisputeFox is essential for controlling user access and ensuring data security. This guide walks you through the process of setting up new roles and configuring permissions to match your organization's needs.
To create a new role and define its permissions, follow these steps:
1. Go to Settings > Company > Roles & Permissions.
2. Click the Add New Role button.

3. Enter the desired Role Name.
4. Set the necessary permissions under the Permissions section.
5. Click Add Permissions to save your changes.
6. The new role will automatically appear in the dropdown menu when selecting a role.

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