Here, you can either duplicate a current role and make adjustments as needed or create a brand new role from scratch.

To duplicate, find the role you would like to repurpose and click the 'More' button. Select 'Duplicate Role' from the dropdown. Uncheck and/or check the boxes next to the permissions you would like to assign to this role and give it a name, click 'Save'.

To create a new User Role, click the 'Add New User Role' button towards the right hand side of that page. Give it a name, select the items a user with this permission level will ultimately be able to see and/or do, click 'Save'.



If you want to change the user type for one of the users in your account, learn how to do so here.




Last Updated:  11/17/2017