Administrative User Setup:

Create a User Role

Click on the gear in the upper right corner.  Under “Roles,” press the Create a New Role button. Name the role and give it a description; click Submit.

Having created the role, you’ll need to assign capabilities to it. Click the Edit Capabilities” icon.  If you have any question about Capabilities, please contact your Customer Success Manager at Envysion for guidance.  Click the boxes for the capabilities that are appropriate for the Role that you’ve created. Click on Submit to save your changes.

 

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