Create an Account Role

You can create custom Account roles to align with your organization's needs.

To create an Account role:

1. Log into your account.
2. At the top right corner of your screen, click the Gear Wheel > Account Roles.
3. On the Account Roles page, click Add at the bottom of the Account Roles list.
4. In the Add Role dialog box, specify the following information:

   Option	Description
   Name	Specify a name for the Account role.
   Code	This field auto-populates with the information you specify in the previous field.

   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.