Creating a role
Go to Roles and click Add Role. Give it a name that describes what it's for — for example Support Agent or Billing Admin — then save. A new role starts with no permissions until you assign some.
Assigning permissions to a role
Open a role and go to its Permissions screen to see every available permission with a toggle next to it. Turn on the ones this role should have and save — permission changes take effect for everyone with that role immediately.
Giving a user a role
Open a user's record from Users and assign one or more roles to them. A user's effective permissions are the combination of every role they hold. Roles you create here are scoped to your own organisation and only affect users within it.
Next, see Applications to see what your organisation is subscribed to, or Single Sign-On Explained to understand how your users reach their applications.