Help centreAdmin & security
Create a custom role
Start from a starter role and switch permissions on or off. Every change asks for a reason and is audited.
01Open roles
Go to Settings & Admin → Users & roles and open the Roles & permissions tab.
02Change permissions
- Pick the role to start from, e.g. Dispatcher.
- Toggle permissions in the matrix. Sensitive ones like “See costs & margins” are marked.
- Save with a reason.
03Access requests
When someone hits a locked button they can request access. Owners approve or reject the request from the same screen.
Was this article helpful?