Create Custom Roles

Step 1:

Go to Administration→ Roles

Step 2:

Upon clicking on the submenu "Roles", Company Roles screen will appear to the User with two tabs "Select Roles" and "Add custom Role".

Step 3:

Click on the Add Custom Role tab.

Step 4:

Upon clicking on the Add Custom Role tab, a form will appear on the page to capture the Role details.

Step 5:

Enter the Role name, Role description and select the role permissions for each module that the user wants to assign to the role and click on Save button.

{primary} Only custom role can be edited. Default roles can't be edited but User can make a copy of the Role and create a new role.