Roles

Creating Roles

1. Go to Setup > Users and Control and select the Roles tab.
   
2. Click + New Role.
   
3. In the New role page, do the following:
   
• Enter the Role name.
  
• Select the immediate superior from the Reports to drop down list.
  
• Enable the checkbox to allow users in the same role to view each others' data.
  
  
  
  
4. Click +Description to add a small information about the role.
   
5. Click Save.
   

Create a new role under existing role

1. Go to Setup > Users and Control and select the Roles tab.
   
2. Hover over the role under which you want to create a role and click the + icon. 
   
   By doing so the Reports to field is pre-filled automatically.
   
3. Enter other required details and click Save.
   

Assign Roles to the Users

1. Go to Setup > Users and Control and select the Users tab.
   
2. Select the user and click the Edit icon.
   
   
   
   
3. Choose the Role from the drop down list.
   
   
   
   
4. Click Save. 
   

Edit Roles

1. Go to Setup > Users and Control and select the Roles tab.
   
2. Hover over the role you want to edit and click the Edit icon.
   
   
   
   
3. In the Edit role page make the required changes.
   
4. Click Save.
   

Delete Roles

1. Go to Setup > Users and control and select the Roles tab.
   
2. Hover over the role that you want to delete and click the Delete icon.
   A pop up appears asking you to transfer the users to another role.
   
3. Choose the role to which the users are to be transferred from the transfer to drop down list.
   
   
   
   
4. Click Delete.