Creating a User Role

The User Roles page contains a list of User Roles. You can create a new role or copy an existing role.

New User Role page

To create a User Role

  1. In the navigation menu, click or tap Commercial > User Roles.
  2. Click or tap Create Role.
  3. Enter a Role Name.
  4. (Optional) Enter a Description.
  5. Click or tap Save. The Policy Saved page confirms the policy changes.
  6. Click or tap Close.

You can also copy a default User Role Template if you want to create a role with the same traits as an existing template.

Note:  User Role Templates must be created by a CSR before an end user can view, edit, or copy them. If a CSR does not create a template, users with rights to create roles must copy existing roles or free form the desired role.

To create a User Role based on an existing or default role

  1. In the navigation menu, click or tap Commercial > User Roles.
  2. Click or tap the copy icon (AddNewUser) to copy the role and enter a new name and description.
  3. Enter a Role Name.
  4. (Optional) Enter a Description.
  5. Click or tap Save. The Policy Saved page confirms the policy changes.
  6. Click or tap Close.