Roles
Duplicate Role
Sometimes you will want to create a Role that is similar to an existing Role with just a few minor changes. In this instance it is more efficient for you to use the Duplicate Role option. Once you have duplicated a Role, you'll be able to customise ...
View Role
By clicking the “View Role” button next to the role name, you will be taken to a screen where you can see all of the access levels which are set up for that particular role.
Create a New Role
To create a new Role Click the plus sign on the top right of the screen Select Add Role Enter a name for the new Role Select access options for Account Administration: Should this role have the ability View Account Details, Update Account Details, ...
Roles Overview
Roles allow you to set up restricted access levels for different users of your account. Thus allowing you to govern what features are available for the varying users. Each account comes with a series of System Roles, to make setting up users easy. ...