To create a new security role:
- Click + New Role
- The New Security Role screen will appear. Fill in the following information:
- Security Role Name: Name for the security role. This field is mandatory.
- Description: A description for the security role. This description appears in the security roles listing screen. This field is optional.
- Company Level Permissions: Listing of all available company level permissions. Check which applicable permission(s) are to be enabled for the security role.
- Location Level Permissions: Listing of all available location level permissions. Check which applicable permission(s) are to be enabled for the security role.
- To create the new security role, click Create Role. Otherwise, click Cancel to back out.