Adding, Editing, and Deleting Security Roles

To add Roles:

1. On the main menu, click Settings, and then click Company.
2. Under the Security section, click Roles.
3. In the Roles window, click Add link.
4. In the Add Role, type a role name in the Name* box.
5. In the Comments box, type the comment, if any and click Save.

To edit / delete Roles:

1. On the main menu, click Settings, and then click Company.
2. Under the Security section, click Roles.
3. To edit a role, do the following:
   • Point at a role, and click on the pencil shaped icon.
     
     
4. To delete a role, do the following:
   • Point at a role, and click Delete.
   • Click OK. The role is deleted.