1. Navigate to Settings → Roles & Permissions.
2. Click Create Custom Profile - name it (e.g., 'Dispatcher', 'Accounts Officer').
3. Set access level for each module: No Access, View Only, Edit, Full Control.
4. Click Save Profile.
5. Assign the profile to any Limited User from Settings → Users → [User] → Edit → Permission Profile.

The user's access updates instantly - no need to log out.

See Roles & Permissions for full role documentation.

Last updated: 2026-03-13