Managing User Access and Role Permissions

To restrict or customize user access within the system, you can create and assign user roles with specific permissions.

Create a New Role

1. Navigate to Account Management
2. Select Manage User Accounts
3. Select the Role View icon
4. Click the Plus (+) icon to create a new role
5. Enter a name for the role
6. Select the role type:
   • Admin
   • User

Assign Features to a Role

After creating the role:

1. Locate the role in the list
2. Select the Action icon
3. Choose Assign Features to Role
4. Select the permissions and features the role should have access to

Examples of feature restrictions include:

• Access to Tier II reporting
• Administrative functions
• Specific system modules or actions

Assign Users to a Role

Once the role features have been configured, you can assign users to the role to apply the selected permissions and access levels.