How to Set Up Roles | Administration
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Video Guide
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Click Administration tab
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From the main menu, go to Administration.
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Click User tab
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In the sub-menu, go to User.
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Click Roles tab
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In the sub-menu, go to Roles.
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Click + icon
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Click + at the top right of the screen.
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Fill in the following fields:
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Fill in a numerical code and name the role.
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Select Fields
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In the Permissions tab below, select the relevant fields to grant access for the role created.
When selecting the checkboxes, some will turn fill yellow with a check mark to show it's been selected while others will appear as a small yellow square within the box. The semi filled checkboxes mean that only certain permissions are granted in the hierarchy while a full yellow checkbox opens access for the entire subject.
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Click + Icon
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To open the full list of roles and access fields, click plus icon to expand the permissions.
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Click - Icon
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To close the tabs, click the icon with the icon with the minus icon.
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Click Create.
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Click Create.
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Click Save.
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Click Save.
Thank you!
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