crm3

Selecting Add New Role on the Roles screen displays the Add Role dialog, illustrated below, which allows you to add additional Roles to CRM3® and base them on existing Roles. Follow the steps below to add a new Role to the system.

1. Enter a name for the new Role in the Name text field.
2. Enter a description for the new Role in the Description text field.
3. Base the new Role on an existing Role by making a selection from the Based On list.
4. Click OK to add the new Role to the system. The Role will now be accessible on the Select Role list within the Roles screen for editing purposes, if necessary.
5. Click Cancel to close the Add Role dialog without adding the new Role to the system.