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Create a custom role

  1. In the Managers (grid-blue.svg) menu, select Account.

  2. In the Account menu, go to Access > User roles

  3. Select Create user role.

  4. Complete the missing fields:

    Field

    Description

    User role name

    Enter a unique name for this role.

    Description (optional)

    Enter a brief description for this role.

    Account

    Select the account that this user role can access.

    Manager

    Select KeyLocker.

    User roles define sets of permissions that are specific to one manager. If a user needs permissions for more than one manager, you can create and assign multiple roles to one user.

  5. Select Create user role.