User Roles

The User Roles feature allows you to create, edit, and manage user roles, as well as define the specific access privileges assigned to each role.

Access and Navigation

You can find User Roles under the User Setup menu.

Add a New User Role

• Click the New Role button on the upper-right side of the page

• A pop-up window will appear. Fill in the required details:

  • Label – Name of the user role

  • Privileges – Access permissions to be granted to the role

• Click Add Role to save

Edit an Existing User Role

• Click the Pencil icon on the right side of the user role

• Update the fields as needed:

  • Label – You can rename only roles that were manually created. System-created roles cannot be renamed

  • Privileges – Add or remove access permissions assigned to the role

• Click Save to apply changes

Delete a User Role

• Click the Trash Bin icon on the right side of the role

• Confirm your action to complete the deletion