Work with roles and permissions

You can add, modify, and assign user permissions in your organization. To work with roles and permissions, click Menu > User Management > Roles and Permissions.

To work with roles and permissions:

  1. Click Admin.
  2. Under People & Permissions, click Roles/Permissions.

The following options appear on the Roles/Permissions page:

Control Action
Search field

Sorts the roles list based on keyword matching.
Add Role 

Opens the Role Details page to create a new role.
More

Provides commands to:

  • Edit the permissions of the role
  • Change who the role is assigned to.
  • Copy the role as the first step in creating a new role.
  • Delete the role.