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Create a New Role for Team Members

  • January 2, 2026
  • 0 replies
  • 7 views

The5StarTeam

Can we please create a new Basic role or another name where the following can happen. 

 

can

View all conversations in Their assigned project

Send project files or templates in Their assigned project. 

Create and edit automations in Their assigned project

Create and send project files in their assigned project


If this can’t be done this way, the minimum I would ask for is this for Team Members with Basic Role:

View all conversations in Their assigned project

This would help a lot. Thank you!