To create a new role, click the gear icon in the top right of the ConCntric platform, and click Account Administration.

Navigate to Roles. Click on the three dots next to one of the existing roles and click Clone. The cloned role will have all the same permissions but none of the users.

To adjust permissions for a role, click on the creator icon.

In the flyout menu, you can specify the permissions of the role. Once you make the changes, click the Save button. Note that some permissions can only be applied to internal members.

To add or remove members from a certain role, click on the creator icon. Click the Members tab, and then click Manage Members. Note that the same member cannot have more than one role. Assigning a member to one role will automatically pull them from the other role they are assigned to.

To assign members and roles on a project level, open the project. Click on Manage Members. You can invite members from this window, and automatically assign their respective roles and business units, without going to account administration.