Creating new roles, assigning permissions and access

Permissions are added to roles and then roles are attached to users in order to specify what a user can and cannot do in the portal.

To create a role:

1. Go to the “View Users” tab:

   

2. Select the “Roles and Permissions” tab:

   

3. Click the “ADD ROLE” button:

   

4. Enter a name and description for the role, you can also choose if this role will be able to respond to surveys and what risk register you want to give access to:

   

5. Click the boxes of the permissions that you would like to add to the role:

   

6. Scroll down and click the “SAVE PERMISSIONS” button: