Create a custom role

Define a role with a scoped permission set for a specific team.

1

Open Settings and select Permission sets.

Open Settings and select Permission sets.
2

Name the Role and choose the Permissions it grants across modules.

Name the Role and choose the Permissions it grants across modules.
3

Click Create role; it can now be assigned to any user from Users & roles.

Click Create role; it can now be assigned to any user from Users & roles.