Add User - Roles

The Roles tab allows you to assign specific Roles to the User. This feature can simplify the User Group creation by enabling you to assign predefined roles, such as an Approver Role, without having to configure detailed individual permissions.

Adding a Role

1. In the Roles tab, click the Add button located at the bottom of the Roles List.
   
2. From the list that appears, select the desired role and click OK.

Removing a Role

1. Select the role you wish to remove from the Roles List.
2. Click the Remove button located at the bottom of the screen.
3. A confirmation window will appear asking you to confirm the removal.
   
4. Click Yes to delete the role from the list. The updated Roles List will then be displayed.

For a visual walkthrough, please watch the video below on using the Roles tab when Adding a New User.