🌟 Hello Skyleader! ☁️
Are the standard roles not quite fitting your team's unique needs? No worries! Let's explore how you can craft your very own custom roles in Skylead. It's like being a chef in your kitchen, creating a special dish that perfectly suits your taste! 🍳
🚀 Step-by-Step: Creating Your Custom Role 🚀
Start Your Journey: Head over to the 'Roles & Permissions' page in your Team Management.
Create Your Magic: Click on 'Create Custom Role'. Imagine opening a treasure chest of possibilities!
Choose Your Ingredients: In the new window, select specific permissions for your role. Think of it like picking the best spices for your dish. Here’s what’s on the menu:
Manage other messages
Manage global limits
Manage campaign details and reports
Manage seat settings
Open LinkedIn profile
Manage LinkedIn integrations
Manage account health
Manage email settings
View-Only Option: Want to grant viewing access without management control? Simply toggle the 'View Only' button. It's like giving someone binoculars to see the view without changing the landscape!
Crafting an Example - ‘Messages’ Role: Let’s make a role focused on managing messages and the inbox. It’s like assigning a dedicated postman to handle all your correspondence!
Finalize with a Flourish: After selecting your desired permissions, hit 'Create Role'. A confirmation message will pop up, and you can choose to create more roles or celebrate the one you’ve just made.
Compare and Contrast: Your new custom role will now appear on the 'Roles & Permissions' page, ready to stand proudly alongside the existing roles.
Custom roles in Skylead are about giving you the power to fine-tune your team's capabilities, ensuring everyone plays their part perfectly.
✈️ Happy Customizing and Enjoy Your Skylead Journey! ✈️