How to Create User Roles.

Why would you want to do this?

Managing user settings lets you update Basic Info, Role & Permissions, Department, Spend Limits.

You must have administrator privileges to update user settings.  If you don’t have access, please contact your company’s administrator.

1.  Log onto your account, which will take you to the dashboard;

2.  From there use the menu on the left hand side, navigate to “Settings”.  From there you will need to select “User Roles”.

3.  You can see the a variety of “User Roles” already created, to create a new role, you will need to select “Create User Role” button on the top right hand corner;

4.  From the pop out on the right hand side you can create a new role by providing a name and selecting the permissions that you would like to to give to this new role;

5.  Once you have selected the permissions for the role you are created please select “Save”.