Create and edit a role

When the built-in roles don’t fit a job exactly, create your own.

Create a role

1. Go to Admin → Team → Roles.
2. Click Add new and name it for the job — Dock Lead, Inventory Clerk.
3. Tick the modules and actions the job needs.
4. Save. The role is now available when you add or edit a team member.

A shortcut

Building a role similar to an existing one? Start from the closest built-in role, then adjust. It’s faster than starting from an empty grid — and less likely to miss a permission.

Edit a role

Open a role under Admin → Team → Roles and change its permissions any time. The change applies to everyone with that role, immediately. Edit a role used by twenty people and all twenty are updated at once — convenient, but worth a moment’s thought first.

Test it

After creating a role, the surest check is to view Klovio as someone who has it — the sidebar and screens should show exactly what that job needs and nothing more.

Don’t over-fragment

A handful of clear roles beats a unique role per person. If two jobs need the same access, give them the same role.

Tip: name roles after the job, not the person. “Dock Lead” still makes sense after the person in it changes; “Maria’s role” doesn’t.