User Roles

Customize permissions related to a user.

Rebecca Castro avatar
Written by Rebecca Castro
Updated over a week ago
  • Click on "Administration".

  • Click on the "User and Role Management" tile.

  • Click on the "Roles" tab.

  • To edit an existing role, click on the role's Actions Menu (...), then select "View Role".

  • To add a new Role, click "Add Role".

  • Add/Customize a "Name" for the Role.

  • Turn ON permissions by selecting check boxes. Turn OFF permissions by de-selecting check boxes.

There are over 200 different permissions that can be customized for each role.

  • When finished, click the "Save" button.

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