Click Create Role on the Roles page. The Role information is displayed.
(Show picture)

Enter a Role Name.
Note
The name of your company is already populated.
Enter a description (optional).
You can also add permissions for the role from this page.
add permissions for the role
Click the plus sign
in the upper right next to Permissions. The Add Permissions dialog is displayed.
(Show picture)

Select permissions to assign to the selected Role.
one or more
Some drop down menus let you make more than one selection. These are marked by text indicating 0 of n selected before the selection and then n of n selected after the selection. When you make a selection from a multi-select drop down, you can either select a single item from the list or use the the options for selecting (checking) or unselecting all items or a filtered list of items. To filter the list, simply enter a text string on which to filter.
Example, Unfiltered:

Example, Filtered:

Click Apply and then Save.
Click Save.
Creating a Role
- Published on Aug 11, 2026
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