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Create new roles

Use 'Roles' to determine what a user can and cannot do.

The concept 'Roles' refers to the rights that a user has been granted on the platform.

A role determines whether or not a user is able to do certain actions (read confidential information, delete security registers, initiate e-signings,...) or is unable to do certain actions (do not access confidential documents, click on 'Save and execute', etc).

Below you can find a step by step guide on how to create a role.

For detailed instructions, click 'Start tutorial' below.

 

Once the role is created, you can either assign it to an existing user in Corporify by editing their role or add a new user and select the newly created role during the user creation process.