Create a New Role

Create a separate role for each group of people in your organization with a distinct set of security requirements.

To create a new role, complete the following steps:

1. From the Ajera CRM Navigation menu, click Configuration > Security > Roles.
2. Click New and select New Role.
3. Enter information on the tabs of the Roles form.
4. Optional. To use the default role for a new user, select the Default role option. This standard, pre-defined default role is for the System Administrator. This role has access to all Ajera CRM features and functions.
5. Click Save.