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Creating a new Role

edited Jun 2, 2025 2:41PM in Ask A Guru 8 comments

I'm trying to create a new role that is very close to an administrator but has no access to financials. I can't start from admin and remove permissions. Admin is not customizable.

What role can I start with?

OR

Is there a way to upload the permissions I created in a spreadsheet to a new role?


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