Managing Roles

To create, edit or remove a role, follow these steps:

Click the Roles button from the Administration group on the Home tab. The Roles wizard will appear.
Read the overview and click the Next button.
Click the relevant option.
Complete the relevant details on each of the required screens. Click the Next button to proceed to the next screen.
Click the Accept button when you reach the summary screen.

Note: When available, the Show advanced options allows you to access set permission options for the role.