Roles are different functions assumed by a person within a case. You can create roles and assign people the roles from the admin dashboard. By default, only three roles are created:
- Client
- Default
- Staff
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.
- Fill in the name of the role tick the permissions you want to assign to that role, and then click “Create”
Assign Roles
- To assign users to a case, go to the admin panel of the hub in which the case is, click on the dropdown button next to the case, and then click on assign.
- 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.
