How to Create a Team Role

You may manage staff permissions and access to features within AuvoID by establishing Team Roles that you can assign to team members and associate with different organization identities to provide departmental or granular access to the various features and functionality within your organization dashboard.

To create a new role you first need to navigate to the "Team - Roles" page by selecting "Roles" under the Team option of the sidebar menu.

Once on this page you can press the "+ Create New Role" button to create a new team role.

Now you can fill in the information for your new role including:

• Role Name - The name you want to call the role

• Role Shortname - A short reference you can assign for easy visibility of the role

• Role color - a color assigned to the role to make it easier to differentiate between roles

• Role permissions - the areas of access you wish to allow role members to have

Once you are satisfied you have everything input correctly, you can press the "Save Role" button to save the new role.