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Creating a new role

If you need to build a new role, you can do this within a few simple steps.

Written by Cristian Bolba

If a new role is required, new roles can be created in the following way:

  1. Click into the Admin Cogs icon along the top bar.

  2. Click into Organisation Administration, and into Roles.

  3. Click the button Add Role.

  4. Add the Display Name and Role Ranking (role rankings effect the users connected to the role the ability to login as other user's permissions permitting for any role higher than theirs).

  5. Check the box Is Active.

  6. Select a Supplier Group if required.

  7. Select a Purchaser Group if required.

  8. Click the Create button.

  9. Once created you can set the access/restrictions via the Permissions tab and assign users to the role via the Users tab.

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