Creating a New Role

To create a new role:

1. Go to System > Manage People > Roles.
   
   A list of roles is displayed.
2. Click the NEW button. A blank GENERAL INFO page opens.
   
   
3. Enter a unique name for the role.
4. Enter a brief description of the role (optional).
5. Select the page you want displayed when users assigned to this role log on to the application.
6. Check the ACTIVE checkbox.
7. Click the SAVE button.

Once you've created a role, you'll need to define associations for the role. See Role Profile for a description of each tab.