1. To create a User Role, from the navigation select Settings > Permissions > Org Roles.
2. Next, you will see your list of User Roles. To add a new role, click on Add New Role.
3. You will be presented with two options: to add from the Template or Create a New Blank Role. If you click on New Blank Role, you will fill in the access for that role from scratch. If you choose a template, you will have the previous rights checked off that you can alter to give more or fewer rights. You will also name your New Role.
4. Next, give the role a name and begin to check off what permissions you want this role to have.
Note: To Manage is to alter/edit/add, and View is to "See It" only.
5. When done checking off your selections, click Save Info & Permissions. You can now place Users in the New Role created.