Add Role

How to add a role

Troy Cherry avatar
Written by Troy Cherry
Updated over a week ago

STEPS

  1. Click Settings

    Click Settings

  2. Click Role

    If you don't see this option, you may not have permission to access Role.

    Click Role

  3. Click +Add Role

    Click Add Role

  4. Enter Role Name

    Enter Role Name

  5. Enter Role Description

    Enter Role Description

  6. Select Permissions
    Now it's time to select permissions for this role.

    Select Permissions

  7. Click Administration
    Click Next to skip Administration.

    Click Administration

  8. Select Administation Permissions

    Select Administation Permissions

  9. Click S2Partner
    Click Next to skip to the next module.

    Click S2Partner

  10. Select S2Partner Permissions

    Select S2Partner Permissions

  11. Click S2Org
    Click Next to skip to the next module.

    Click S2Org

  12. Select S2Org Permissions

    Select S2Org Permissions

  13. Click S2Vendor
    Click Next to skip to the next module.

    Click S2Vendor

  14. Select S2Vendor Permissions

    Select S2Vendor Permissions

  15. Click S2Team
    Click Next to skip to the next module.

    Click S2Team

  16. Select S2Team Permissions

    Select S2Team Permissions

  17. Module Field
    The Module field will populate automatically.

    The Module field will populate automatically

  18. Cost
    The Cost will be calculated automatically per the contract pricing.

    The Cost will be calculated automatically per the contract pricing

  19. Click Save

    Click Save

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