Client Help: How to add a role

1. From the navigation bar on the left-hand side go to the roles tab  
2. Click the create a role button on the top right-hand side.
3. Enter a role name (i.e. Customer Support, Billing, etc). 
4. Click the permissions (boxes) you want employees in this role to have access to 
   
   1. The permissions that you click - whether that is all or just some - will be the tabs on the left that show for employees in this role.
      1. View all locations - This will override the assigned locations for the employee and allow them to view all locations within your organization. 
      2. View locations tab - If you click this option you have the ability to assign an employee just a specific location under their employee profile. Click the permissions (boxes) you want employees in this role to have access to 
   2. The permissions that you do not click are tabs on the left that will be hidden.
5. Click the save button on the bottom right-hand side. 

Watch the help video here: