How to Create, Edit, and Delete Teams Custom Roles

Next we have more defined roles. Up in the top right hand corner of this building is the company building. This
0:09 is going to be the company main company settings with the account information billing and management and payment.

0:17 You'll see the additional invoices here where you can download them and access them. See the account number and the payment method listed.

0:28 We also have standard roles, firm,

0:30 admin, and advisor. But if you wanted to create something more like a centralized planning team role or a sales team role,

0:37 you would add do create new role. And we'll start with a base role of a firm admin or an advisor. And the settings

0:45 will be different for each of those. but with the base role. An example is if we want to have a sales team member

0:53 and we want to give them the ability to create households but not add or remove team members or edit any Case.

1:01 So, we changed that uh those settings and now we saved that as a role available that can be assigned to the

1:11 members when you add them.