How to create a custom role on Keka?

Keka offers predefined roles with permissions and access defined based on standard practices. However, company policies may require flexible roles. To address this, Keka enables users to create custom roles with personalized permissions and access.

To do so, go to the Global Settings by clicking on the gear icon next to the organization name. Then select Roles and Permissions from the left pane and make sure that you are on the User Roles section. To add a new role click on the +New Role button.

The Create New Role window will open up where you have to give a Name (1) and Description (2) for the Role.

From the list of Features (3), select the specific one for which you want to assign permissions to the role. Then, choose the Privileges (4) to be granted for the selected Feature.

Once you have made all the configurations, click on Save (4).

The role will now be included in the default roles list and can be assigned to employees in the same manner as other roles. Once assigned, the employee will need to log out and log back in for the new permissions to take effect.

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