User Roles & Permissions

Important:

• This task must be completed by an Account Admin.
• Account Admin permissions are predefined and cannot be changed.
• Help tooltips are available next to most input fields and settings buttons.

Steps to Configure Roles & Permissions

1. Navigate to "Admin" from the green sidebar menu.
2. Click the "Roles & Permissions" tab at the top.
3. For each role, click the blue "Create / Edit" button.
4. You may edit the first three Role titles as needed.
5. Check all applicable permissions for the selected role.
6. Click "Save" to apply your changes.
7. Repeat steps 3–6 for all roles you need to configure.