Managing Roles

Add additional roles and manage your user's abilities

You can follow the text guide below or if you would like to see a more visual representation you can follow our Slideshow
  1. To create a new Role, start from the Admin Dashboard in the navigation dashboard on the left side of your screen.
  2. Once on the Admin Dashboard, click on the Roles tab along the top menu.
  3. Once on the Roles tab, click on the button in the top right.
  4. Enter the name for the Role you are adding.
  5. Under the Role name, you can select the checkboxes for the tasks that you would like users with this Role to be able to perform.
  6. Changes made to Roles automatically save and are updated.
  7. You have now added a new Role to your Organization!