Creating a Custom Role in cb Admin

Administrators can create custom roles specific to their organization to better fit their needs.

How to Create a Custom Role: 

  1. Navigate to cb Admin and select Roles under the Global section.
  2. Select the + Icon in the bottom right-hand corner of the page. 
  3. Enter in the Role Name, and determine the permissions that this new role will have. 
  4. Select Save when you are finished.

Check out the video below to see it in action: