Roles & Permissions

Navigate to Roles & Permissions

Select a tab

• Internal: Roles for organizational employees and internal users.
• External: Roles for contractors, clients, vendors, and other external users.

Select Create Role

Fill in the required information

Select Create to complete or Cancel to exit without saving changes. 

Select a role

Select Edit

Fill in the required information

Select Save to complete or Cancel to exit without saving changes. 

Select the ellipsis icon

Select Duplicate

Fill in the required information

Select Duplicate to complete or Cancel to exit without saving changes. 

Select a role

Select Assign User

Select user(s) to assign

Select Add to complete or Cancel to exit without saving changes. 

Select a role

Select the Delete icon

Confirm the action

Select a role

Scroll to Permission Information

Select a module to show the role's access details

Select a section to show the role's accessible actions

Some sections contain multiple actions nested under carats. 

Select a checkbox to grant the role access to the module