Manage Roles
Before onboarding staff into your organization, it's essential to establish the roles that will be assigned to each member.
Navigate to Organization > Roles
Click on the '+' icon in the top-right corner to create a new role.
Specify a Role Name and allocate the relevant permissions.
Save your changes.
You'll need to create a unique role for every distinct combination of responsibilities within your organization. With roles in place, you're ready to assign staff members to each role.
Need Help?
If you need assistance, reach out to AIQ Support anytime via chat widget within your AIQ Dashboard.