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Creating a Role

Mobile

If you're using a mobile device, follow the steps below. For computers, go to the desktop steps

Tap Menu at bottom right.

Creating a Role mobile step 1

Select Manage Users.

Creating a Role mobile step 2

Tap Roles.

Creating a Role mobile step 3

Tap the "+" button to Add your first role.

Creating a Role mobile step 4

Choose a delivery method for the security validation, then tap Request Code.

Creating a Role mobile step 5

Fill in verification code. Tap Next.

Creating a Role mobile step 6

Create a unique role name. Add permissions you would like this role to have.

Creating a Role mobile step 7

Tap Create Role.

Creating a Role mobile step 8

A green banner will appear confirming that a new role has been added. You can view the new role by tapping the bar with the newly created role name.
This role will now be available to choose when creating a new user.

Creating a Role mobile step 9

Desktop

If you're using a computer, follow the steps below. For mobile devices, go to the mobile steps

On the top menu bar, click Manage Users.

Creating a Role desktop step 1

From the left menu, click Roles.

Creating a Role desktop step 2

Click the "+" button to Add your first role.

Creating a Role desktop step 3

Choose a delivery method for the security validation, then click Request Code.

Creating a Role desktop step 4

Fill in verification code. Click Next.

Creating a Role desktop step 5

Create a unique role name. Add permissions you would like this role to have.

Creating a Role desktop step 6

Click Create Role.

Creating a Role desktop step 7

A green banner will appear confirming that a new role has been added. Look at the new role by clicking View.
This new role will now be available to choose when creating a new user.

Creating a Role desktop step 8