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. Enter Role Name

5. Click Save Settings

6. If desired, click the Copy Settings from existing role drop-down and select the role you wish to copy

7. Click Copy Settings

8. All Role Permissions, Tabs, Programs, Forms, Assessments, Client Groups, and Reports will be copied from that Role