Setting a Default Role
Purpose
- To explain how to set a default role for new users.
- Roles are the bucket that permissions are given for a group of individuals. Within each role, you can enable and disable permissions, ensuring users are able to perform only the tasks they are allowed too within the system.
- When a new user is created, the role set to default will pre-populate within their account, however you have the ability to change this as needed.
Video
Directions
1. Click on Admin > Agency Setup.
2. Click on Settings.
3. Click on Default Role and select the default role you want new users to be placed in when they are created.
4. Click on save when done.
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