How to Create a User Role

Start by clicking your initials or image on the bottom left corner as this will bring up a popup window. From here, click on 'Company Settings,' 'User Management,' then 'Roles.'

Keep in mind that only users with an 'Administrator' role will be able to see 'Company Settings' and have the ability to add or edit roles for the company. 

The 'User Management' option will appear on the left - click that, and then 'Roles' to see every default role as shown below. Click on 'Add Role' in the top-right corner to get started.

A popup will appear to enter the following information for this new role: 'Name,' 'Description.'

The second step is to choose all of the permissions you want this new user role to have. You can easily toggle On/Off for each permission as shown below. The blue 'On' toggle means the user will have this permission.

Many permissions have a 'Scope' (All, Assigned or None) instead of the toggle switch to provide further customization. 

Once you are done, make sure to click the 'Save' button to save your new user role, which will now appear on the 'Roles' page.