Adding a New Role

Follow the steps below to add a new role:

  1. Click Roles from the left-side menu.


     
  2. Click +New Role.


     
  3. In the role details section, enter the Role Name, Org/Reg. ID, and Description.


     
  4. In the Select the Role Permission section, Select All to provide access to all permissions, or select only the ones you want the user to have.


     
  5. Click the Dropdown Menu icon to expand the role permissions to view sub-permissions.
    Note: Each role permission has additional sub-permissions, such as View, Create, Edit, and Delete. Clicking Select All grants permission to all sub-permissions.


     
  6. Click Choose the other permission to select additional permissions. 
  7. The other permissions are set to active by default. To turn it off, click the button to make it inactive .


     
  8. Click Submit to save the details or click Save as Draft to complete later. Otherwise, click Cancel to exit without saving.

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