Adding a Role

  1. Select Manage Users > Manage Roles
  2. Click 'Add a Role'

Editing Role

  1. Enter the name of a New Role
  2. Select the Tabs you want this role to see on their dashboard with 'Pick Tabs'
  3. Set Access Permissions by clicking the boxes (e.g. 'Projects')
  4. Click 'Save' to create this role

Assigning Role

  1. Go to Manage Users > Manage Users
  2. Select 'Add a User'
  3. In the 'Role' box select the role you've just created

Video Demonstration