Permissions

1. Log In to Corefinity Dashboard:
• Access your account at manage.corefinity.com.

2. View Permissions:
• Click on the Roles tab under Team in the menu.
• Click on the View icon next to any role.
 



 
• View all users with this role in the Roles tab.
• Click on the Permissions tab to view a breakdown of the permissions assigned to this role.
• Permissions with a green icon are available to user with this role, while permissions with a red icon are not.

Create Custom Roles

1. Log In to Corefinity Dashboard:
• Access your account at manage.corefinity.com.

2. Navigate to Users:
• Click the Users tab in the menu.

3. Create a Custom Role:
• Click Create Role button in the right side.
• Name the role (e.g., "Support Manager") and click Create Role button.
• In the Role Details page, select the appropriate permissions.
• Click Update Role.

API