How to Create a Role?

Click on the profile icon on the top right corner

Click on Application Setup

Click on Roles under ‘Access Management’

Click on Add Role icon

Enter the Role name

Choose between ‘General’ (for roles without reporting departments) and ‘Department’ (you must next choose the department)

Choose the Role Mode Security – Choose to set the permissions manually later or choose to clone permission of an existing role (in which case you must choose the role)

Click Submit.