You can create custom Account roles to align with your organization's needs.
To create an Account role:
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Log into your account.
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At the top right corner of your screen, click the
.
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On the Account Roles page, click
Add
at the bottom of the Account Roles list.
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In the Add Role dialog box, specify the following information:
Option | Description |
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Name |
Specify a name for the Account role. |
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Code |
This field auto-populates with the information you specify in the previous field. |
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Note: By default, the new Account role will have its permissions set to
No. To change them, you need to edit the Account role. For instructions, see
Edit an Account Role.