Roles manage system users permissions. You can enter individual permissions for each user, but if you want to create identical permissions for a group of users, better use Roles.

Click Setup > Roles. Choose  New role. 


Enter Role name, Parent role, if necessary and mark permissions.

Possible permissions:

  • View - entries of all users will be visible; 
  • View by role - only entries of users who belong to same role or roles below will be visible;  
  • View (own) - only user's own entries will be visible;  
  • Export;  
  • Create; 
  • Edit;  
  • Delete. 

Go to Staff, select user profile and choose Permissions. Identify Role and press Save.

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