This article outlines the procedure for managing roles. From the dashboard, select Settings > Roles to access the Roles page.
To create a new role, select New, enter the name of the role (for example, Sales Associate), and then Save. To edit a role, select a role (the name of the role is a link). Use the Permission, Alerts, and Users tabs to configure the role.
An entire category of permissions can be enabled or disabled, or specific permissions are toggleable. Apply permissions as needed, and then Save. The categories are:
An entire category of alerts can be enabled or disabled, or specific alerts are toggleable. Apply the alert settings as needed, and then Save. The categories are:
- Financial Alerts
- Sales Alerts
- Transfers Alerts
To add users to a role, thus apply that role's configured permissions and alerts:
- Select Add to display a list of active users.
- Check individual boxes to select single users or the top box to select all users on the page.
- Select Add Selected, and then Save.