Creating a New Role for a Customer

To create a new role, follow these steps:

1. Go to Operations > Customers. Select a customer.
2. Select the Security tab, select the Roles sub-tab.
3. Click the Add New Role button.

4. Enter the Name and Description for the new role.

   Click Next to save the data and proceed to the next step.

5. Select privileges to be included into the role being created. For this purpose, check the required check boxes in the list of available privileges.
6. Click on the Finish button to save the data.

You can assign this newly created role to the customer's staff members. See the Assigning Role to Staff Member section for more detailed information.