Add System Roles

NOTE: The list of roles is dependent on the logged-in user's role.

  1. To add system roles to the account, click on the + Add Roles button on the Create Accounts or Manage Accounts screen.

Add Roles button

Clicking the + Add Roles button displays the Add Roles pop-up screen.

Add Roles popup for Create System Account

  1. Highlight the appropriate role(s).
  2. Click the Add Role(s) button.

Clicking the Add Roles(s) button returns to the Create Account or Manage Account screen and displays the newly added role(s).

Roles Section on the Create Accounts Screen for Agency Users

  1. To add additional roles, click the + Add Roles(s) button. Repeat the steps above.
  2. To remove a role click the appropriate Remove button in the Action column.
  3. To remove all roles click the Remove All button.