How to Create a Role?
- Click on the profile icon on the top right corner
- Click on Application Setup
- Click on Roles under ‘Access Management’
- Click on Add Role icon
- Enter the Role name
- Choose between ‘General’ (for roles without reporting departments) and ‘Department’ (you must next choose the department)
- Choose the Role Mode Security – Choose to set the permissions manually later or choose to clone permission of an existing role (in which case you must choose the role)
- Click Submit.
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