You can add collaborators and assign them with custom roles by granting access to specific modules and allowing them to manage administrative tasks.


Here are the steps to create a custom role for a collaborator:


  1. Go to Settings >> Directory Settings >> Collaborators.

  2. Click Roles & Permissions.

  3. Click Add New Role.

  4. Enter the name of the role, description and check the box that you want your collaborator to have access to.

  5. Click Save & Continue.


Here are the steps to give a collaborator an admin role:


  1. Go to  Settings >> Directory Settings >> Collaborators.

  2. Click Add Collaborator

  3. Choose between employee and non-employee.

    • If the collaborator is an employee of your company, select an employee from the list and select the role of Company Admin.

    • If the collaborator is not an employee, enter their name and address. Select the role of Company Admin.

    • For custom roles, enter the name of the role, description and check the boxes that you want your collaborator to have access to

  4. Click Save & Invite.


An email will be sent to the collaborator with a link allowing them to access the account and set their password. Once the password is created, the collaborator will have access to features based on the privileges assigned to the role.