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Add and Delete a Role

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To Add a Role:

1. Click the Admin tab, click User Management, and then select  Roles.

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2. Click ADD ROLE.

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New_Role_Screen.jpg

3. Fill in the details and click save.

  • Role dictates permissions and access to functionality.
  • Each user has one role associated to them.
  • A Global Role is one that is set at the top-level of an organization and can cascade into sub-organizations.
  • Locking a permission means that users editing that role in a sub-organization cannot change those locked permissions.

To Delete a Role:

1. Click the Admin tab, click User Management, and then select Roles.

2. Locate the role and click the remove icon on the right.

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