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Adding Roles

To add a new role:

  1. Click the user icon in the top right and click Admin > Resources.

  2. Click Account Management on the left navigation column.

    Account Management Page

    Account Management Page

  3. Click Add Role beneath the Roles menu ribbon.

  4. Select the access group type: Regular Role, Limited Access Device (LAD) Role, or API Role.

    Select Role Access Group Type

    Select Role Access Group Type

  5. Enter a unique, required Role Name in the space provided. The Description and Xref fields are optional.

    Role Name, Description and Xref Fields

    Role Name, Description and Xref Fields

  6. Click the checkbox next to each permission you wish to assign.

  7. When finished, click Save Role.

Note

To see a complete list of permissions and their descriptions, see Roles and Permissions.

View New Role in Account Management Summary

The new role now appears on the Account Management page. If necessary, changes can be made through the Editing Roles option.

New Role in Account Management Table

New Role in Account Management Table

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