Create a new user role

Updated by Arianne G.

  1. Click Admin in the left-hand navigation.
  2. Select Claim Settings.
  3. Select the Roles tab.
  4. Click Add.
  5. Type a name in the Role name field.
  6. Type a description of the role in the Role Description field.
  7. In the Permissions section, select the appropriate check boxes to grant permissions.
  8. In the Workflow section, select the check boxes for the tasks associated with this role.
To add service level agreement deadlines to tasks, see Manage Service Level Agreements.
  1. Click Save.
  2. Click Publish.

How Did We Do?

Powered by HelpDocs (opens in a new tab)