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Adding and Editing New Roles

Add new Role

  • 1.       Go to “Setup,” “User Management,” and select “Roles”
  • 2.       Select “New” button:
  • 3.       Insert the information for the new Role, this will ultimately define the access of the user:

  • 4.       Select “Save” when the information for the “New Role” setup has been 

Edit existing Role

  • 1.       Go to “Setup,” “User Management,” and then select “Roles”
  • 2.       Select the     button on “Role” you would like to Edit:

  • 3.       Make the desired changes and select “Save”

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