How do I create a role?

Follow these steps to create a role:

1. Click the User Menu on the top right corner of the screen.
2. Click the Settings button.
3. Look for the User Management section.
4. Select Roles.
   • You will land on the Roles page.
5. Hover over a role and click the + icon located on the right side to create a subordinate role under it.
6. Enter the details such as role name, record assignment, module/field-level privileges, etc.
   • To learn more about record assignment and module/field-level privileges, click here. 
7. Click Save.