Access roles define the authorized activities for Clients. Access roles have to be assigned for Persons, Companies, and Company staff. For example, a company employee can be assigned to a list of actions permitted in the Company’s web interface.

Follow the steps below to create an Access role:

  1. Click Add New in the top-right corner of the Access roles tab.

  2. Type in the name and description you want to set for the access role.

  3. Select a user type the role is applied to in the Use Default For drop-down menu.

  4. Disable the Enabled checkbox if you want to activate the access role later.

  5. Select the actions allowed for the access role in the Roles list (see Access roles for action description)

  6. Click Create to confirm the changes.

Now the Access role is created and ready to be assigned to a Client.

What is next?

Navigate to How to assign an Access role to grant access to a Client.

Related Pages

Access roles
Company staff
How to assign an Access role