1. In the Administration Panel select ‘Manage Roles’ from the ‘Manage Users’ menu
  2. Click ‘Add a Role’

1. In the ‘Add/Edit Role’ window enter the name of the new role e.g. ‘Accountant’

2. Select the Tabs you would like this role to see on their dashboard when they login by clicking in the ‘Pick tabs’ box

3. Set what they can access by clicking the boxes e.g. ‘Projects’ and selecting what screens/activities they have access to

4. Click the ‘Save’ buttons to create this role

Assign this role to a user

1. In the Manage Users menu

2. Fill in the user details

3. In the ‘Role’ box select the role you’ve just created