Create Roles:

To create roles, go to the hub admin panel where the case is, then click on settings.

• Then go to advanced settings.

• Afterwards, click on roles next to the Modules section.

• Now click on the + New Button.

• Please fill in the role’s name, tick the permissions you want to assign to it, and then click Create.

Assign Roles:

• To assign users to a case, go to the hub admin panel where the case is located, then click on the drop-down button next to the case, and afterward click on assign users.

• From here, click on the +Add Button. 

• Fill in the data of the user you want to assign, select their role, and then click save.