How do I create a new access role?

To create a new Access Role:

  1. Go to Company > Settings > Roles & Permissions  > Add Role.

  2. Enter the Name of the role and click Add Role.

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  1. Click Edit.

To clone an existing role to create a new Access Role:

  1. Go to Company > Settings > Roles & Permissions.

  2. Click Clone next to an existing role that is similar to the role you want to create.

  3. Rename the new role and click Edit to update permission selections.

We recommend cloning access roles versus building one from scratch. It is easier to make a few modifications from an existing role than to build one from the ground up.