User roles provide a list of permissions that allow a user's account to access different features or functionality in the system. You can add as many user roles to the system as you like. Each role can have a different set of permissions turned on or off to give users in that role the desired level of access.
1. In order to create a new role or edit an existing role, from the navigation, select Settings > Permissions > Org Roles.
2. Next, you will see your list of roles. You can click the green 'add new role' button to create a brand new role in the system. If you click on an existing role, you will see any users added to this role as well as the blue 'edit role' button. You can click the 'edit role' button to update any permissions for the role. For an existing role, you can also add users to the role, clone the role, or delete it from the system using the corresponding buttons shown below:
3. When adding a new role to the system or editing an existing role, the screen below will allow you to check or uncheck the permissions for the role. Checking or un-checking permissions will modify what users in the role will be able to access in the system. When you have configured the desired permissions for the roles, click the 'Save' button at the bottom of the page to update the permissions: