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Custom roles

How to

This article is currently only available in Norwegian.

Denne artikkelen finnes foreløpig bare på norsk. Les den på norsk →

What this covers

Step-by-step guide to the full lifecycle of a custom role: creating it inside a company, previewing the role's permissions, inviting users, sharing the role with other companies in your portfolio, and managing users at scale from the Contacts module.

For the full Norwegian walkthrough with screenshots, see the Norwegian version.

Custom rolesRole settings reference

On this page

  • What this covers

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