Top menu >> Users >> select the Staff roles tab
Click + Add a role
Role: enter the name of the Role.
Copy privileges (Optional): you can copy the privileges from another existing role or leave n/a to start with default privileges.
Privileges: you edit the privileges that the role has access to. This includes the ability to Setup Process, Add users, download excel files for reports, etc.
Staff: choose Staff users you would like to move to this role.
Process: in this section you can a add processes you would like the users of this role to see or edit.
See below for setup instructions.
You can copy from an existing Role or you can manually adjust each Privilege depending on how much access you want this Role to have.
Staff users can be moved from their existing Role to a different Role.
Click Move to this.
Click on the Staff user's name to complete the move.
There will be a drop down list of your Processes that you can add to this Role. Once the Process is added, you can edit the permissions for the Process. Click OK when you are done.