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- From the main menu, click on and then Company Settings.
- Under the Security section, click Roles.
- In the Roles window, click Add link.
- In the Add Role, type a role name in the Name* box.
- In the Comments box, type the comment, if any and click Save.
To edit / delete Roles:
- On From the main menu, click Settings, and then click Companyon and then Company Settings.
- Under the Security section, click Roles.
- To edit a role, do the following:
- Point at a role, and click on the pencil shaped icon.
- Point at a role, and click on the pencil shaped icon.
- To delete a role, do the following:
- Point at a role, and click Delete.
- Click OK. The role is deleted.
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