Besides the standard roles, you can create roles with individual limitations and permissions. Custom roles can be created by the Account Owner and Account Administrators.
To add a custom role:
- Head to Users, open the Roles tab, and click New Role.
- On the New Role page, enter its name and a brief description of what users within this role will be permitted to do.
- Then, you can choose which sections the users will have access to by selecting the options under Access Permissions. For example, you can add a new System Administrator role and permit users assigned to this role to view the list of users.
- The new custom role will appear in the roles list, and you can assign it to your users.
When a user with the System Administrator role logs in to the account, they will only see a list of users belonging to their department, as well as the messages option, which is needed to chat with them.