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

• Header
• Assigned Permission Tags
• Assigned Privilages

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 or press on Ctrl + a. If pressed Shift + * then Document Type option can be seen in the drop down list. In that select the document type and select the necessary privilege to be given to that role for that particular document type.

• To save the roles, click on Save Changes or press ctrl + s. Then the roles will be saved.