Use caution as you assign Permissions to Roles! Be sure each user assigned to a Role is on a Need To Know basis only. Remember: It is always easier to grant more access tomorrow than risk a privacy breach today! Learn more on Roles and Permissions here.
1. Click Agency Admin from the System Navigation Bar
2. Click the Permissions tab
3. Click Create New Role
4. Type role name… (Case Worker, Receptionist, etc.) in the Role Name text box
5. Select all applicable Role Permissions from the list of check-boxes
6. Click Save Settings at the bottom