- Select Admin on the Dashboard.
- Select the Manage Permission Profiles link to open the Permissions Admin tab.
- Select the Create Profile button.
- Enter a unique Profile Name.
- Choose the User Type from the drop-down list.
- The Profile Type will be automatically designated based on the functions enabled.
- Enter the Profile Description.
- Change the Office, if applicable.
- Add any applicable Tags. The system automatically tags a profile with offices to which it is assigned.
- Select + to expand a section.
- Use the Enabled toggle for any additional function(s) to be included in the profile.
- Follow these steps for each section
- Select Save.