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Adding a New Role

Learn how to create a new role in the Corporate Portal to manage user permissions and access.

Updated over a month ago

This article explains how to add a new role in the Corporate Portal. Creating roles allows you to manage different levels of user access and permissions efficiently.


Add New Role

  1. From the Corporate Portal, select Users from the sidebar menu.

  2. Under the Users dropdown, click Roles & Permissions.

  3. At the top right of the Roles Dashboard, click the Add New Role button.


Enter Role Information

  1. In the side panel that appears, enter the following details for the new role:

    • Role Name: Provide a descriptive name for the new role.

    • Status: Choose whether the role will be Active or Inactive.

  2. Once you've filled in the required information, click Add Role to save the new role.

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