Add New Access Roles

Use the User Access Rights submodule to add new access roles.

To use the User Access Rights submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings.

To add a new access role:

  1. On the main toolbar, click Settings .
  2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company to which you want to add a new access role.
  3. In the left pane of the Settings screen, click Advanced Tools > User Access Rights.
  4. Click the User Access Setup tab and click Add a New Access Role .
  5. In the Add a New Access Role dialog box, enter a name for the access role that you want to add and use the corresponding drop-down lists to select either the applicable type or the applicable copy from option.
  6. If you want to identify the access role as api only, select the Api Only check box.
  7. Click OK.