To navigate to the Roles screen, select Setup|Roles. Roles can be edited, added and deleted.
- To edit a role, select the edit icon of the role needing to be amended. Check and uncheck the required access roles. Select Save to complete the changes.
- To add a role, select the add button. Check and uncheck the required access roles. Select Save to complete the changes.
- To delete a user role, select the delete () button. A prompt will appear to confirm the action.
Selecting OK will delete the Role.