Create User Roles and Permissions

To create a role:

1. From Admin (on the side panel), click Roles.

Current roles are displayed.

Note: You can click the role name to edit the role, or click Delete to delete it.

2. Enter a Role Name.

3. Then click Add

The Permissions display.

4. Select permissions by clicking the toggle buttons to the right.

Note: In the Customers section you can click Add Customer to limit technicians/users to working with certain customers only.

Select customer(s) and click Apply

5. When done, click Save

The new role has been created.