Creating a Role

🔑 ACCESS LEVEL: Owner or Editor

💡 TIP: Bundle your common roles together for ease of use and to organize similar roles together.

To create a role:

  1. Go to Intelligence > Roles
  2. Select Create New Role
  3. Fill in the role title
  4. Select a bundle from the drop down or add a new bundle and set the costing (if applicable)
  5. Click Add Role

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