Adding Roles

To add a new role:

1. Click the user icon in the top right and select Admin.
2. On the side menu, click Account Management.
   

   

3. Click the Add Role button.
4. Select the access group type: Regular Role or API Role.
   

   

5. Enter a unique, required Role Name in the space provided. The Description and Xref fields are optional.
   

   

6. Click the checkbox next to each permission you wish to assign.

   

   Note

   To see a complete list of permissions and their descriptions, see Roles and Permissions.

7. When finished, click Save Role.

The new role now appears under the Roles tab on the Account Management page. If necessary, changes can be made through the Editing Roles option.