• Click on Setup Roles/Permissions Menu and then click on Create New button

• Header
• Assigned Permission Tags
• Assigned Privilages
• Save Document

Step 1: Click edit Header. System will open a popup to edit the information of the header. following information is required:

• Role Name: Provide the name of the role.
• Role Description: Provide description of the role.

Step 2: After the information that is required is keyed in, click on the Confirm button to close the popup.

• In the assigned permission tags section, a specific section or report or any thing else is seen only in to that particular role.

• In assigned privileges section, When clicked on add new, a popup is opened .
• Select the document type for which privileges to be added.
• select the necessary privilege to be given to that role for that particular document type.

After all changes are done, it is necessary to Save the Document, by clicking the button “Save Document”, If this is new Document, system will assign the Document ID and Code after it is saved for the first time.