How can I create, edit, and delete roles?

You can view, edit, and add new roles in the Roles tab in Account Settings.

To create a role, follow these instructions:

  1. Navigate to the 'Roles' tab in your account settings.
  2. Select '+New Role' in the top right corner.
  3. In the pop-up that appears, create a new title for the role.
  4. Fill out a description in the box provided. (optional)
  5. Choose the permissions you would like to associate with the role. You must grant access to at least one of the options provided.
  6. Select "Create" to complete the process.

To edit an existing role, follow these instructions:

  1. Use your mouse or trackpad to select the role you would like to edit and click on the button to view the details for that role.
  2. In the pop-up that appears, click on the edit button.
  3. Make whatever changes are necessary and then click "Save".

To delete a role, follow these instructions:

  1. Use your mouse or trackpad to select the role you would like to edit and click on the button to view the details for that role.
  2.  In the pop-up that appears, click on the trash button.
  3.  Confirm you would like to delete that role by clicking "Delete".