Roles

A role is a collection of permissions. Create a role and assign permissions to the role. Users related to this role will have the permissions so as to protect information and prevent data breaches.

1. From the navigation bar on the left, choose Permissions > Roles.

2. Create roles.

a. Click New Role.

b. Enter a name and description for the role.

c. Assign permissions to the role.

d. After the settings are done, click OK.

3. (Optional) Click Edit in the Action column to reassign permissions to the role. (In case of team member turnover or position changes, the original account can be kept and permissions can be reassigned.)