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. Select the Role you for which you wish to establish tabs from the list on the left
4. Click the Tabs toggle
5. Click Create Tab
6. Box will appear below
7. Click and drag Demographics and/or Custom Field options from the libraries to the box - repeat as needed
8. Repeat steps 5-7 as necessary