How to create a user role

Begin by deciding on a role for your new user. This is crucial for defining their access and responsibilities within KatanaPIM.
Navigate to 'User Roles': From your dashboard, click on "Users" and then select "User Roles."
In the User Roles section, click "Add New."
Name the role, e.g., "Content Manager," and ensure it matches in the "System Name" field.
Make sure the "Active" box is checked.
Click "Save" to create the new User Role entity.

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User roles

Creating and managing user roles in KatanaPIM is essential for defining the access and responsibilities of different team members within the PIM system. This helps in ensuring that workflows are efficient and secure.

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