How to Create User Roles

If you have the administrator permissions on your account, you can create different user roles to restrict access to various areas of the platform.

Creating a New User Role

1. Navigate to User Roles:

   • Go to the Administration tab.
   • Select User Roles and click the plus icon (+) to begin.

1. User Role Wizard:

   • A pop-up screen with the User Role Wizard will appear.
   • Enter a name for the role (mandatory) and a description (optional).
   • Click Next.

2. Set Permissions:

   • You will see all the areas of the platform.
   • Choose whether users can view only (list) or edit (create) each area.
   • Not ticking either option means the user cannot access that area at all.
   • Tick the appropriate boxes and click Next.

1. Review and Finish:

   • Review the information on the next screen.
   • If everything is correct, click Finish to create the user role.

The new role will now be available for any existing or new users.