Prepare a company role and permissions

Roles group the access granted to company users. Start from Users & Permissions and the roles list.

1. Choose Create Role.
2. Enter the role name and description so administrators can identify its purpose.
3. Review the Permissions grid. View, Create, Update and Delete are separate choices for each available area; All selects the available choices in that row.
4. Check the selected access before saving. Cancel returns to Users & Permissions without creating the role.

Opening the form loads permission choices; it does not create a role or change a user's access. If a role is protected because a pending invitation refers to it, ask an administrator to review that invitation before changing the role. Do not recreate or rename a role to work around an invitation restriction.