Roles and permissions are an essential aspect of using Paillor effectively. By utilizing these features, you can ensure that your team members have the appropriate access levels to perform their tasks efficiently. In this article, we will discuss how to customize roles and permissions in Paillor.

When you navigate to the Roles and Permissions section in Paillor, you will find three predefined roles:
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-Workspace Owner

-Engage

-Support

In addition to the predefined roles, you can also create custom access permissions for your team members. Paillor recommends customizing these permissions during the onboarding process to ensure that each team member has the appropriate access levels for their role. Once you start inviting users to the app, you can tailor their access levels to fit their specific needs.

Follow these steps to customize permissions for your team members:

To ensure smooth and efficient use of Paillor, we recommend following these best practices when customizing permissions:

By following these steps and best practices, you can effectively manage roles and permissions in Paillor and ensure that your team members have the appropriate access levels to use the system efficiently.