The following steps are guide for creating new project management roles:
- Click on user management.
- Click on roles.
- Select which platform to create role in this case Sales.
- Click create roles.
- Input role name.
- Select role preference using dropdown. When you select role preference for example; by selecting sales admin, as preferred role, the system automatically selects all admin functions relating to such role.
- Type in role description.
- Select additional multiple roles using checkbox (additional permissions for user to perform).
- Click create role.
Fig. Roles landing screen. Sales is annotated with a red arrow.
Fig. Landing screen on-clicking Sales. Create role tile is annotated with a red arrow.
Fig Pop up screen to create roles and grant permissions on the sales application.