How to create a customized role for a company user

Article author
Nneka
  • Updated

When adding a new company user to your account on Remote, you can create a customized role if none of the template roles we have match your needs.

To do this:

  1. Go to the Admins & Permissions tab, click on the Add new button, then choose Role.

    add_new_role.png

  2. Fill out the details of this role and what permissions (actions they can take) and information (direct reports or everyone) you want the users to have access to.
    See also: How to assign a Manager to specific employees
  3. Based on what you choose, Step 4 will give you an overview of the type of notifications this company user is expected to receive. 
  4. Once you've customized the role, you can either Save role or Start adding people.

    CleanShot 2024-02-19 at 16.48.48.gif

  5. If you save the role, it will be added to the list of roles found on the Users & permissions page.

    view_customized_role.png

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