Top menu >> Users >> Staff roles tab
Click the Staff roles tab
Click + Add a role
Role: enter the name of the role.
Copy privileges: this is optional, you can copy the privileges from another existing role or leave n/a to start with default privileges.
- Privileges: you can go down the list of privileges and setup what the user in this role can or cannot see or do.
- Process: in this section you can a add processes you would like the users of this role to see or edit (for setup instructions please scroll down).
- Staff: choose staff users you would like to move to this role (for setup instructions please scroll down).
After you click Edit a Process dropdown will show all your Processes. Select a Process that you would like this role to see
Select the security option applicable for users in this role.
The Start all option allows includes all of the above options.
Moving staff to role
Click Move to this
Click on the staff user's name to complete the move