7 steps to complete
In Corporate Office, you can create roles for your employees that allows access to or restricts certain features. This lets you to tailor your employees Corporate Office experience, showing only the pages and tools they need to succeed at their job. And you can protect critical settings and configurations from being modified.
In Corporate Office, click the Employees tab.
The Employees tab.
You are now on the System Users page.
On the System Users page, click the Roles tab in the left sidebar.
The Roles tab.
You are now on the Roles page.
On the Roles page, click the Add Role button.
The Add Role button.
The Role pop-up window opens.
In the Role pop-up window, in the Role text field, type a role name.
The Role text field.
In the Description text field, type a description of the user role within the company (such as: Customer Service, Warehouse Manager, Standard User, etc.).
The Description text field.
Next, you need to select the permissions. They are separated by section so you have a better idea of what each one does.
Click the checkboxes next to the relevant permissions to enable them.
The Roles checkboxes.
Click Save changes in the bottom right corner.
The Save changes button.
When saved, the new role will display in the Role list on the Roles page where they can be edited or deleted at any time.
Note: The new role will also be an option when adding a new employee.
You now know how to add a new role.