Roles are different functions assumed by a person within a case. You can create roles and assign people the roles from the admin dashboard. By default, only three roles are created:

• Client
• Default 
• Staff

Create Roles

• To create roles, go to the app admin panel where the case is, then click on settings.

• Then go to advanced settings

• Afterwards, click on roles next to the Modules section.

• Now click on the “+New” Button.

• Fill in the name of the role tick the permissions you want to assign to that role, and then click “Create”

Assign Roles

• To assign users to a case, go to the admin panel of the app in which the case is, click on the drop-down button next to the case, and then click on assign users.
  

• From here, click on the +Add Button. 

• Fill in the data of the user you want to assign, select their role, and then click save.