Add a new role
This is an administrative function only. Only users with certain permissions can perform these tasks.
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To access Roles, go to Admin > Users, Profiles and Roles > Roles.
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Scroll to the end of the list and select Add New Role.
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Enter the role Name and Description (if required).
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Enter an Email address for the system to use in authorisation routes and Workflow for notifications to members of this role. If you leave this field blank, the system will send emails to each role member’s work email address.
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Select the Activities tab, and then select the menu options that members of this role will have access to. You can expand each menu to allow/deny access to sub menu options. For each menu option, you need to specify the access option for this role (Enabled, Disabled or Blocked).
The menu options available depend on the modules that you have in your system.
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If you want to assign users to the new role at this stage:
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Select the Members tab
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Click Add Employee
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Select the employee(s)
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When you have completed all the role details, click Save.