Create & manage roles

Who can access this feature?

Super Users, Primary Users and Users with permission to Role Creation module

Available on Accounts with subscription to Manage Roles module

1. Navigation:

    a. Click on the Settings icon  

    b. Under User Management, select Manage Roles

2. View Pre-existing Roles:

    a. Users can see three default roles: Vendor, Admin, and Default.

    b. These roles are pre-configured and cannot be deleted.

3. Create New User Roles:

    a. To add new user roles, click on 'Add Roles.'

    b. After defining the new roles, click the 'Save' button.

4. Editing Roles:

    a. Newly created roles are now available.

    b. To edit these roles, simply click on the role name hyperlink.