Creating a Role

To create a role:
  1. To access the navigation pane, in the top-left corner of the screen, hover the mouse pointer over the icon.
  2. From the menu displayed, select Account > Role.
    The Role page is displayed.

  3. From the top right corner of the screen, click .
    The Add page is displayed.

  4. Under the Information tab, enter the following details:
    Field Description
    *Name Name of the role.
    Description Role/features/functionalities associated with the role.
    All * marked fields are mandatory.
  5. Click Save.
  6. In the Authorized functions section, select the checkbox beside the functionalities that you want to associate with the role.
  7. To assign functions at a granular level, click the icon for the functions' check box and then select individual sub-options within the functions.
  8. Click Save.
    Details of the new role are displayed in the list on the Role page.