How-to Create Roles

  1. Click on the Manage Organizations tab in the MyBar.
  2. Click on your Organization.
  3. Click on the Roles section in the Sections Bar.
  4. Click the "Add New" button, located in the "Roles" header.
  5. Provide a "Name" for the Role being created and a "Description" if required.
  6. Once completed, click the "Save" or "Save & Close" button to save the Role.

 

See also:

  • How-to Assign Members to Roles

 

If you need further assistance, please submit a Ticket or contact your Customer Success Specialist directly.

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