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How to Create a New Role Profile?

Role Profiles can be used to group users with different system access. Role Profiles can be created and customized by the system administrators. Below are the steps to create a Role Profile.

1. Go to Admin.

2. Click on "Add Role Profile" button.

3. Name the Role Profile.

4. Tick the appropriate boxes for the Role Profile's access.

5. Click on Save.


To add users to the Role Profile, follow the steps below:

1. Go to Admin

2.  Click on the Role Profile's name.

3. Click on "Add Members" button.

4. Click on the "User to Add" drop-down field and choose the name of the user to be added to the Role Profile. 

5. Click "Add" button. 

6. To add more users, just repeat the above steps.