| 1. | Go to Settings > User Admin > Roles. |
| 2. | Click ‘Add’ to add a new role. |
| 3. | Type in the name of the role and select if role is allowed to receive access to new features. |
| 4. | Click save and then select the role from the list. |
| 5. | Choose what to allow and not allow this role to do within the system by selecting ‘Yes’ or ‘No’ to the controls. |
| 6. | Hit Save. |
| 7. | Go back to the Users tab to apply the role to specific users. |
