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Organization Roles - Creating a Role

Creating an Organization Role:



To create a new role, click on "Create Role" in the upper right hand corner of Organization Roles. You will then need to label the role and select the category in which this role falls under. Once complete, select which permissions you wish this role to have. You have an array of permissions to choose from and within each you can choose whether this role can view, create, update, or delete. Once you have finished you can now select "Create Role" in the upper right hand corner of Organization Roles, and your new role will be completed.


Additionally, if you are uncertain what pertains to a certain role you can hover over the "I" icon as seen below. You will then see a pop up with information as to what that specific role is. 





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